SRWM
Shira Ridge Wealth Management Portfolio holdings
AUM
$219M
This Quarter Return
+10.61%
1 Year Return
+13.29%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$167M
AUM Growth
+$167M
(+9.5%)
Cap. Flow
-$569K
Cap. Flow
% of AUM
-0.34%
Top 10 Holdings %
Top 10 Hldgs %
59.66%
Holding
74
New
7
Increased
25
Reduced
31
Closed
–
Top Buys
Top Sells
| 1 |
iShares Core High Dividend ETF
HDV
|
$5.08M |
| 2 |
Vanguard Utilities ETF
VPU
|
$1.7M |
| 3 |
iShares US Infrastructure ETF
IFRA
|
$1.39M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$667K |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$579K |
Sector Composition
| 1 | Technology | 6.2% |
| 2 | Communication Services | 2.95% |
| 3 | Industrials | 1.44% |
| 4 | Real Estate | 1.23% |
| 5 | Financials | 1.16% |
