SRWM
Shira Ridge Wealth Management Portfolio holdings
AUM
$219M
This Quarter Return
-3.75%
1 Year Return
+13.29%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$152M
AUM Growth
+$152M
(-4.6%)
Cap. Flow
-$1.2M
Cap. Flow
% of AUM
-0.79%
Top 10 Holdings %
Top 10 Hldgs %
60.74%
Holding
70
New
5
Increased
32
Reduced
20
Closed
3
Top Buys
Top Sells
| 1 |
Vanguard Utilities ETF
VPU
|
$1.09M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$959K |
| 3 |
iShares Floating Rate Bond ETF
FLOT
|
$796K |
| 4 |
iShares Core High Dividend ETF
HDV
|
$579K |
| 5 |
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% |
