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
$179M
AUM Growth
+$4.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$444K
2
+$435K
3
+$325K
4
META icon
Meta Platforms (Facebook)
META
+$275K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$271K

Top Sells

1
+$1.53M
2
+$325K
3
+$301K
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$219K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$207K

Sector Composition

1 Technology 5.97%
2 Communication Services 3.39%
3 Financials 1.24%
4 Real Estate 1.05%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$553K 0.31%
8,633
-797
52
$495K 0.28%
8,698
+2,680
53
$494K 0.28%
5,056
54
$482K 0.27%
2,988
55
$442K 0.25%
21,114
56
$434K 0.24%
1,792
57
$398K 0.22%
2,211
58
$393K 0.22%
1,941
+353
59
$347K 0.19%
725
60
$331K 0.18%
2,785
-324
61
$327K 0.18%
7,013
+1,209
62
$325K 0.18%
+2,078
63
$316K 0.18%
5,404
+1
64
$306K 0.17%
4,883
+681
65
$304K 0.17%
2,628
-349
66
$273K 0.15%
1,700
+100
67
$271K 0.15%
+2,927
68
$265K 0.15%
+2,884
69
$263K 0.15%
+1,205
70
$252K 0.14%
619
71
$245K 0.14%
3,510
72
$224K 0.12%
5,809
-357
73
$209K 0.12%
9,735
74
$206K 0.11%
15,439
-968
75
$202K 0.11%
1,831
1 2
3
4