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
$204M
AUM Growth
+$8.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.14M
3
+$1.79M
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$1.08M
5
CMF icon
iShares California Muni Bond ETF
CMF
+$805K

Top Sells

1
+$984K
2
+$899K
3
+$877K
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$825K
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$487K

Sector Composition

1 Technology 5.86%
2 Communication Services 3.12%
3 Consumer Discretionary 1.23%
4 Financials 1.17%
5 Consumer Staples 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$473K 0.23%
1,792
52
$449K 0.22%
1,870
+57
53
$417K 0.2%
3,711
-2,198
54
$414K 0.2%
2,211
55
$402K 0.2%
1,734
+8
56
$391K 0.19%
3,536
+26
57
$386K 0.19%
956
+101
58
$374K 0.18%
731
-6
59
$359K 0.18%
2,788
+3
60
$350K 0.17%
5,624
+2
61
$315K 0.15%
3,106
-101
62
$299K 0.15%
6,465
-21,254
63
$294K 0.14%
649
+30
64
$289K 0.14%
+803
65
$251K 0.12%
4,246
+19
66
$239K 0.12%
2,404
-2,462
67
$239K 0.12%
5,672
-60
68
$238K 0.12%
+10,467
69
$234K 0.11%
1,615
-39
70
$231K 0.11%
1,822
-9
71
$230K 0.11%
3,936
+166
72
$226K 0.11%
9,735
73
$215K 0.11%
4,446
-18,557
74
$207K 0.1%
713
+46
75
$207K 0.1%
351
1 2
3
4