SRWM
Shira Ridge Wealth Management Portfolio holdings
AUM
$249M
1-Year Est. Return
17.89%
This Fund
S&P 500
1 Year Est. Return
+17.89%
AUM
$249M
AUM Growth
+$13.3M
(+5.6%)
Holding
91
Top Buys
| 1 | +$6.28M | |
| 2 | +$3.29M | |
| 3 | +$3.23M | |
| 4 |
iShares Floating Rate Bond ETF
FLOT
|
+$3M |
| 5 |
Capital Group Dividend Growers ETF
CGDG
|
+$2.36M |
Top Sells
| 1 | +$4.82M | |
| 2 | +$3M | |
| 3 | +$2.52M | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$2.09M |
| 5 |
iShares Global Tech ETF
IXN
|
+$1.97M |
Sector Composition
| 1 | Technology | 5.39% |
| 2 | Communication Services | 3.72% |
| 3 | Financials | 1.12% |
| 4 | Consumer Discretionary | 0.64% |
| 5 | Consumer Staples | 0.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
McDonald's
MCD
$238B
| $216K | 0.09% |
706
-28
|
|
||
77
SPDR Gold Trust
GLD
$188B
| $216K | 0.09% |
+544
|
|
||
78
iShares Russell 1000 ETF
IWB
$46.3B
| $215K | 0.09% |
576
|
|
||
79
iShares Core S&P 500 ETF
IVV
$750B
| $213K | 0.09% |
311
-120
|
|
||
80
Vanguard Small-Cap ETF
VB
$74.3B
| $204K | 0.08% |
791
-246
|
|
||
81
GE Aerospace
GE
$363B
| $203K | 0.08% |
+658
|
|
||
82
AbbVie
ABBV
$414B
| $202K | 0.08% |
886
-67
|
|
||
83
Verizon
VZ
$211B
| $201K | 0.08% |
4,940
+2
|
|
||
84
Netflix
NFLX
$410B
| – | – |
-1,860
|
|
||
85
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$12B
| – | – |
-2,184
|
|
||
86
Procter & Gamble
PG
$380B
| – | – |
-1,414
|
|
||
87
iShares MSCI USA Quality Factor ETF
QUAL
$50.2B
| – | – |
-1,286
|
|
||
88
State Street Health Care Select Sector SPDR ETF
XLV
$42.3B
| – | – |
-2,496
|
|
||
89
Deckers Outdoor
DECK
$16.3B
| – | – |
-3,098
|
|
||
90
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.36B
| – | – |
-10,367
|
|
||
91
iShares Core S&P Small-Cap ETF
IJR
$96.4B
| – | – |
-1,968
|
|