SRWM

Shira Ridge Wealth Management Portfolio holdings

AUM $249M
1-Year Est. Return 17.89%
This Quarter Est. Return
1 Year Est. Return
+17.89%
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
+$755K
2
+$736K
3
+$581K
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$481K
5
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$467K

Top Sells

1
+$937K
2
+$389K
3
+$364K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$344K
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$238K

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
SPYM
51
State Street SPDR Portfolio S&P 500 ETF
SPYM
$102B
$474K 0.2%
6,051
+460
ESML icon
52
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.21B
$467K 0.2%
+10,367
QQQ icon
53
Invesco QQQ Trust
QQQ
$409B
$439K 0.19%
731
TSLA icon
54
Tesla
TSLA
$1.46T
$412K 0.17%
926
-47
ITOT icon
55
iShares Core S&P Total US Stock Market ETF
ITOT
$81.8B
$406K 0.17%
2,785
IYH icon
56
iShares US Healthcare ETF
IYH
$3.55B
$390K 0.17%
6,638
-3,359
IJH icon
57
iShares Core S&P Mid-Cap ETF
IJH
$109B
$384K 0.16%
5,891
+455
IVW icon
58
iShares S&P 500 Growth ETF
IVW
$66.9B
$378K 0.16%
3,131
+14
BRK.B icon
59
Berkshire Hathaway Class B
BRK.B
$1.06T
$362K 0.15%
721
+22
SYK icon
60
Stryker
SYK
$139B
$350K 0.15%
947
+26
CSCO icon
61
Cisco
CSCO
$297B
$349K 0.15%
5,104
+43
XLV icon
62
State Street Health Care Select Sector SPDR ETF
XLV
$41B
$347K 0.15%
2,496
-2,469
HDV icon
63
iShares Core High Dividend ETF
HDV
$12.3B
$347K 0.15%
2,832
-404
CVX icon
64
Chevron
CVX
$332B
$347K 0.15%
2,232
+82
JIRE icon
65
JPMorgan International Research Enhanced Equity ETF
JIRE
$10.1B
$318K 0.14%
4,329
+67
DECK icon
66
Deckers Outdoor
DECK
$14.7B
$314K 0.13%
3,098
MRVL icon
67
Marvell Technology
MRVL
$68.2B
$298K 0.13%
3,547
+11
T icon
68
AT&T
T
$167B
$297K 0.13%
10,501
+314
IVV icon
69
iShares Core S&P 500 ETF
IVV
$761B
$289K 0.12%
431
+72
VB icon
70
Vanguard Small-Cap ETF
VB
$73.7B
$264K 0.11%
1,037
+190
IWP icon
71
iShares Russell Mid-Cap Growth ETF
IWP
$21.1B
$259K 0.11%
1,822
SCHX icon
72
Schwab US Large- Cap ETF
SCHX
$64.4B
$256K 0.11%
9,735
QUAL icon
73
iShares MSCI USA Quality Factor ETF
QUAL
$49.1B
$250K 0.11%
1,286
-138
XLK icon
74
State Street Technology Select Sector SPDR ETF
XLK
$93.6B
$244K 0.1%
1,730
-4
IJR icon
75
iShares Core S&P Small-Cap ETF
IJR
$94.1B
$234K 0.1%
+1,968
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3
4