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
$204M
AUM Growth
+$8.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.14M
3
+$1.79M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$1.08M
5
CMF icon
iShares California Muni Bond ETF
CMF
+$805K

Top Sells

1
+$984K
2
+$899K
3
+$877K
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$825K
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$487K

Sector Composition

1 Technology 5.86%
2 Communication Services 3.12%
3 Consumer Discretionary 1.23%
4 Financials 1.17%
5 Consumer Staples 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$206K 0.1%
+7,549
77
$202K 0.1%
+870
78
– –
-1,955
79
– –
-1,906
80
– –
-13,454
81
– –
-16,269
82
– –
-17,219
83
– –
-397
84
– –
-1,131
85
– –
-9,634
1 2 3
4