SRWM
Shira Ridge Wealth Management Portfolio holdings
AUM
$249M
1-Year Est. Return
17.89%
1 Year Est. Return
+17.89%
AUM
$249M
AUM Growth
+$13.3M
(+5.6%)
Holding
91
Top Buys
| 1 | +$6.35M | |
| 2 | +$3.29M | |
| 3 | +$3.21M | |
| 4 |
iShares Floating Rate Bond ETF
FLOT
|
+$2.99M |
| 5 |
Capital Group Dividend Growers ETF
CGDG
|
+$2.39M |
Top Sells
| 1 | +$4.88M | |
| 2 | +$2.93M | |
| 3 | +$2.57M | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$2.1M |
| 5 |
iShares Global Tech ETF
IXN
|
+$1.96M |
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
$219B
| $216K | 0.09% |
706
-28
|
|
||
77
SPDR Gold Trust
GLD
$157B
| $216K | 0.09% |
+544
|
|
||
78
iShares Russell 1000 ETF
IWB
$46.8B
| $215K | 0.09% |
576
|
|
||
79
iShares Core S&P 500 ETF
IVV
$761B
| $213K | 0.09% |
311
-120
|
|
||
80
Vanguard Small-Cap ETF
VB
$73.7B
| $204K | 0.08% |
791
-246
|
|
||
81
GE Aerospace
GE
$343B
| $203K | 0.08% |
+658
|
|
||
82
AbbVie
ABBV
$379B
| $202K | 0.08% |
886
-67
|
|
||
83
Verizon
VZ
$164B
| $201K | 0.08% |
4,940
+2
|
|
||
84
State Street Health Care Select Sector SPDR ETF
XLV
$41B
| – | – |
-2,496
|
|
||
85
iShares MSCI USA Quality Factor ETF
QUAL
$49.1B
| – | – |
-1,286
|
|
||
86
Procter & Gamble
PG
$338B
| – | – |
-1,414
|
|
||
87
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.6B
| – | – |
-2,184
|
|
||
88
Netflix
NFLX
$373B
| – | – |
-1,860
|
|
||
89
iShares Core S&P Small-Cap ETF
IJR
$94.1B
| – | – |
-1,968
|
|
||
90
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.21B
| – | – |
-10,367
|
|
||
91
Deckers Outdoor
DECK
$14.7B
| – | – |
-3,098
|
|