SRWM

Shira Ridge Wealth Management Portfolio holdings

AUM $249M
1-Year Est. Return 17.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.89%
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
+$440K
2
+$438K
3
+$331K
4
META icon
Meta Platforms (Facebook)
META
+$265K
5
VB icon
Vanguard Small-Cap ETF
VB
+$265K

Top Sells

1
+$1.54M
2
+$325K
3
+$302K
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$223K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$207K

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
– –
-6,519
77
– –
-2,436
1 2 3
4