SRWM

Shira Ridge Wealth Management Portfolio holdings

AUM $219M
1-Year Est. Return 13.29%
This Quarter Est. Return
1 Year Est. Return
+13.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
+$8.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.08M
3
+$273K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$209K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$201K

Top Sells

1
+$2.07M
2
+$985K
3
+$597K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$535K
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$421K

Sector Composition

1 Technology 5.42%
2 Communication Services 2.89%
3 Industrials 1.53%
4 Financials 1.21%
5 Real Estate 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30M 17.15%
274,547
-562
2
$19.3M 11.02%
527,022
-11,522
3
$14.4M 8.24%
192,505
+979
4
$8.47M 4.85%
179,297
+49,207
5
$8.36M 4.78%
104,592
-218
6
$6.99M 4%
231,144
-4,670
7
$5.25M 3%
127,704
-3,589
8
$5.12M 2.93%
29,843
-3,483
9
$4.97M 2.84%
33,638
-1,819
10
$4.53M 2.59%
35,982
+8,601
11
$4.21M 2.41%
77,419
-1,561
12
$3.93M 2.25%
77,018
+258
13
$3.09M 1.77%
7,337
+104
14
$3.06M 1.75%
5,844
-569
15
$3.02M 1.73%
69,587
-9,390
16
$2.93M 1.68%
12,427
-720
17
$2.88M 1.65%
60,075
-11,173
18
$2.67M 1.53%
2,171
19
$2.43M 1.39%
13,312
-532
20
$2.35M 1.34%
15,430
21
$2.34M 1.34%
46,198
-2,526
22
$2.19M 1.25%
46,508
-2,833
23
$2.15M 1.23%
19,527
-18,822
24
$1.74M 1%
23,109
-120
25
$1.27M 0.73%
17,935
+338
1
2 3 4