SRWM

Shira Ridge Wealth Management Portfolio holdings

AUM $249M
1-Year Est. Return 17.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$717K
3
+$347K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$331K
5
NFLX icon
Netflix
NFLX
+$254K

Top Sells

1
+$823K
2
+$656K
3
+$630K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$528K
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$424K

Sector Composition

1 Technology 5.31%
2 Communication Services 3.15%
3 Financials 1.25%
4 Consumer Discretionary 0.89%
5 Consumer Staples 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$442K 0.2%
1,603
-22
52
$406K 0.19%
5,591
-1,347
53
$403K 0.18%
731
54
$379K 0.17%
3,236
-327
55
$376K 0.17%
2,785
56
$364K 0.17%
921
+118
57
$351K 0.16%
5,061
+651
58
$343K 0.16%
3,117
-150
59
$340K 0.16%
699
+50
60
$337K 0.15%
5,436
61
$319K 0.15%
3,098
-164
62
$309K 0.14%
973
+18
63
$308K 0.14%
2,150
+789
64
$302K 0.14%
4,262
+575
65
$295K 0.13%
10,187
-524
66
$274K 0.13%
3,536
67
$260K 0.12%
1,424
+3
68
$254K 0.12%
+1,900
69
$253K 0.12%
1,822
70
$251K 0.11%
+4,184
71
$239K 0.11%
2,374
72
$238K 0.11%
9,735
73
$226K 0.1%
+4,487
74
$223K 0.1%
+359
75
$220K 0.1%
+1,734
1 2
3
4