SRWM

Shira Ridge Wealth Management Portfolio holdings

AUM $253M
1-Year Est. Return 18.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$709K
2
+$705K
3
+$580K
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$481K
5
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$450K

Top Sells

1
+$928K
2
+$386K
3
+$350K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$334K
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$236K

Sector Composition

1 Technology 5.73%
2 Communication Services 3.51%
3 Financials 1.2%
4 Consumer Discretionary 0.8%
5 Consumer Staples 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$233K 0.1%
3,542
-642
77
$225K 0.1%
4,447
-40
78
$225K 0.1%
2,184
-190
79
$223K 0.09%
734
+27
80
$223K 0.09%
1,860
-40
81
$222K 0.09%
287
+3
82
$221K 0.09%
+953
83
$217K 0.09%
1,414
+111
84
$217K 0.09%
+4,938
85
$211K 0.09%
+576
86
– –
-3,198
87
– –
-255
88
– –
-1,343
89
– –
-1,121
1 2 3
4