SRWM

Shira Ridge Wealth Management Portfolio holdings

AUM $236M
1-Year Est. Return 15.53%
This Quarter Est. Return
1 Year Est. Return
+15.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$4.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$444K
2 +$435K
3 +$325K
4
META icon
Meta Platforms (Facebook)
META
+$275K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$271K

Sector Composition

1 Technology 5.97%
2 Communication Services 3.39%
3 Financials 1.24%
4 Real Estate 1.05%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,436
77
-6,519