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
$167M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$1.48M
3
+$1.27M
4
DFSU icon
Dimensional US Sustainability Core 1 ETF
DFSU
+$539K
5
CMF icon
iShares California Muni Bond ETF
CMF
+$334K

Top Sells

1
+$5.08M
2
+$1.7M
3
+$1.39M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$667K
5
SHY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$446K 0.27%
1,261
+102
52
$438K 0.26%
2,880
53
$417K 0.25%
1,792
-201
54
$392K 0.24%
21,114
55
$376K 0.23%
7,456
+488
56
$357K 0.21%
3,414
+843
57
$351K 0.21%
4,495
-763
58
$337K 0.2%
6,661
+2,121
59
$334K 0.2%
21,479
+2,004
60
$334K 0.2%
+5,767
61
$333K 0.2%
2,988
-180
62
$327K 0.2%
3,109
63
$298K 0.18%
729
64
$296K 0.18%
5,350
-130
65
$267K 0.16%
1,570
+27
66
$237K 0.14%
4,048
-497
67
$225K 0.13%
+4,469
68
$223K 0.13%
+4,510
69
$221K 0.13%
619
70
$218K 0.13%
+5,748
71
$212K 0.13%
3,510
-524
72
$208K 0.12%
+459
73
$202K 0.12%
+682
74
$201K 0.12%
+1,800
1 2
3