SRWM

Shira Ridge Wealth Management Portfolio holdings

AUM $236M
1-Year Est. Return 15.53%
This Quarter Est. Return
1 Year Est. Return
+15.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
-$7.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$540K
2
+$369K
3
+$354K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$291K
5
DECK icon
Deckers Outdoor
DECK
+$271K

Top Sells

1
+$1.09M
2
+$959K
3
+$796K
4
HDV icon
iShares Core High Dividend ETF
HDV
+$579K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$509K

Sector Composition

1 Technology 5.55%
2 Communication Services 3.11%
3 Industrials 1.2%
4 Real Estate 1.2%
5 Financials 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$381K 0.25%
5,258
-107
52
$366K 0.24%
2,880
+400
53
$354K 0.23%
+6,968
54
$351K 0.23%
21,114
55
$348K 0.23%
1,159
+3
56
$293K 0.19%
3,109
57
$285K 0.19%
19,475
58
$273K 0.18%
5,480
+945
59
$271K 0.18%
+3,168
60
$261K 0.17%
729
61
$247K 0.16%
4,545
-2,048
62
$244K 0.16%
4,540
-1,465
63
$241K 0.16%
2,571
-37
64
$230K 0.15%
+5,693
65
$224K 0.15%
+1,543
66
$218K 0.14%
4,034
+524
67
$217K 0.14%
+619
68
– –
-2,823
69
– –
-693
70
– –
-8,418
1 2
3