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
$196M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.75M
3
+$2.61M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.33M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.82M

Top Sells

1
+$1.72M
2
+$1.65M
3
+$1.52M
4
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$1.28M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$1.28M

Sector Composition

1 Technology 5.78%
2 Communication Services 2.73%
3 Financials 1.14%
4 Consumer Discretionary 0.99%
5 Real Estate 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$579K 0.3%
406
-565
52
$543K 0.28%
8,040
-593
53
$519K 0.26%
4,866
-1,048
54
$487K 0.25%
9,634
-4,354
55
$476K 0.24%
2,988
56
$473K 0.24%
1,792
57
$468K 0.24%
21,114
58
$430K 0.22%
1,813
+608
59
$408K 0.21%
1,934
-7
60
$385K 0.2%
2,211
61
$360K 0.18%
737
+12
62
$350K 0.18%
5,622
+218
63
$350K 0.18%
2,785
64
$307K 0.16%
3,207
+280
65
$298K 0.15%
1,726
+26
66
$285K 0.15%
619
67
$253K 0.13%
3,510
68
$249K 0.13%
3,770
-1,113
69
$244K 0.12%
1,654
-424
70
$240K 0.12%
5,732
-77
71
$232K 0.12%
+397
72
$225K 0.11%
+4,227
73
$224K 0.11%
+855
74
$220K 0.11%
9,735
75
$215K 0.11%
1,831
1 2
3
4