SRWM

Shira Ridge Wealth Management Portfolio holdings

AUM $219M
1-Year Est. Return 13.29%
This Quarter Est. Return
1 Year Est. Return
+13.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
+$8.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.08M
3
+$273K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$209K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$201K

Top Sells

1
+$2.07M
2
+$985K
3
+$597K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$535K
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$421K

Sector Composition

1 Technology 5.42%
2 Communication Services 2.89%
3 Industrials 1.53%
4 Financials 1.21%
5 Real Estate 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$535K 0.31%
5,056
52
$493K 0.28%
2,211
53
$482K 0.28%
5,330
+820
54
$469K 0.27%
2,988
55
$448K 0.26%
1,792
56
$430K 0.25%
21,114
57
$358K 0.21%
3,109
58
$346K 0.2%
6,018
+251
59
$341K 0.2%
2,977
-437
60
$328K 0.19%
5,403
+53
61
$325K 0.19%
6,519
-142
62
$322K 0.18%
725
-4
63
$318K 0.18%
1,588
+18
64
$273K 0.16%
+5,804
65
$263K 0.15%
4,202
+154
66
$260K 0.15%
619
67
$249K 0.14%
3,510
68
$248K 0.14%
6,166
+418
69
$229K 0.13%
16,407
-5,072
70
$212K 0.12%
1,600
-200
71
$209K 0.12%
+1,831
72
$204K 0.12%
2,436
-2,059
73
$201K 0.12%
+9,735
74
– –
-4,469
75
– –
-459
1 2
3
4