SRWM
Shira Ridge Wealth Management Portfolio holdings
AUM
$253M
1-Year Est. Return
18.32%
This Fund
S&P 500
1 Year Est. Return
+18.32%
AUM
$253M
AUM Growth
+$3.78M
(+1.5%)
Holding
85
Top Buys
| 1 | +$4.21M | |
| 2 | +$3.08M | |
| 3 | +$2.73M | |
| 4 |
iShares Floating Rate Bond ETF
FLOT
|
+$2.33M |
| 5 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
+$1.85M |
Top Sells
| 1 | +$3.79M | |
| 2 | +$1.66M | |
| 3 | +$666K | |
| 4 |
Dimensional International Core Equity Market ETF
DFAI
|
+$452K |
| 5 |
iShares US Healthcare ETF
IYH
|
+$380K |
Sector Composition
| 1 | Technology | 4.79% |
| 2 | Communication Services | 3.42% |
| 3 | Financials | 1.03% |
| 4 | Consumer Staples | 0.76% |
| 5 | Consumer Discretionary | 0.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Coca-Cola
KO
$322B
| $208K | 0.08% |
+2,739
|
|
||
77
iShares Core S&P 500 ETF
IVV
$783B
| $207K | 0.08% |
317
+6
|
|
||
78
iShares Russell 1000 ETF
IWB
$46.5B
| $205K | 0.08% |
576
|
|
||
79
iShare MSCI Eurozone ETF
EZU
$9.66B
| $200K | 0.08% |
+3,197
|
|
||
80
AbbVie
ABBV
$361B
| – | – |
-886
|
|
||
81
GE Aerospace
GE
$302B
| – | – |
-658
|
|
||
82
iShares Core MSCI Emerging Markets ETF
IEMG
$151B
| – | – |
-3,481
|
|
||
|
83
iShares US Healthcare ETF
IYH
$2.91B
| – | – |
-5,834
|
|
||
84
Eli Lilly
LLY
$804B
| – | – |
-208
|
|
||
|
CALI
85
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF
CALI
$290M
| – | – |
-4,426
|
|