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
$219M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$717K
3
+$347K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$331K
5
NFLX icon
Netflix
NFLX
+$254K

Top Sells

1
+$823K
2
+$656K
3
+$630K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$528K
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$424K

Sector Composition

1 Technology 5.31%
2 Communication Services 3.15%
3 Financials 1.25%
4 Consumer Discretionary 0.89%
5 Consumer Staples 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$217K 0.1%
+1,121
77
$211K 0.1%
1,343
-868
78
$208K 0.1%
+284
79
$208K 0.09%
+1,303
80
$207K 0.09%
707
81
$203K 0.09%
+3,198
82
$201K 0.09%
+255
83
$201K 0.09%
+847
84
– –
-2,919
85
– –
-3,295
86
– –
-4,532
1 2 3
4