SRWM

Shira Ridge Wealth Management Portfolio holdings

AUM $253M
1-Year Est. Return 18.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$709K
2
+$705K
3
+$580K
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$481K
5
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$450K

Top Sells

1
+$928K
2
+$386K
3
+$350K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$334K
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$236K

Sector Composition

1 Technology 5.73%
2 Communication Services 3.51%
3 Financials 1.2%
4 Consumer Discretionary 0.8%
5 Consumer Staples 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$474K 0.2%
6,051
+460
52
$467K 0.2%
+10,367
53
$439K 0.19%
731
54
$412K 0.17%
926
-47
55
$406K 0.17%
2,785
56
$390K 0.17%
6,638
-3,359
57
$384K 0.16%
5,891
+455
58
$378K 0.16%
3,131
+14
59
$362K 0.15%
721
+22
60
$350K 0.15%
947
+26
61
$349K 0.15%
5,104
+43
62
$347K 0.15%
2,496
-2,469
63
$347K 0.15%
2,832
-404
64
$347K 0.15%
2,232
+82
65
$318K 0.14%
4,329
+67
66
$314K 0.13%
3,098
67
$298K 0.13%
3,547
+11
68
$297K 0.13%
10,501
+314
69
$289K 0.12%
431
+72
70
$264K 0.11%
1,037
+190
71
$259K 0.11%
1,822
72
$256K 0.11%
9,735
73
$250K 0.11%
1,286
-138
74
$244K 0.1%
1,730
-4
75
$234K 0.1%
+1,968
1 2
3
4