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
$196M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.75M
3
+$2.61M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.33M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.82M

Top Sells

1
+$1.72M
2
+$1.65M
3
+$1.52M
4
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$1.28M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$1.28M

Sector Composition

1 Technology 5.78%
2 Communication Services 2.73%
3 Financials 1.14%
4 Consumer Discretionary 0.99%
5 Real Estate 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$205K 0.1%
+1,906
77
$203K 0.1%
+667
78
$203K 0.1%
+1,955
79
$203K 0.1%
+1,131
80
$203K 0.1%
+351
81
$198K 0.1%
13,454
-1,985
82
– –
-32,657
83
– –
-2,628
84
– –
-5,056
1 2 3
4