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
$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
1
$31.6M 16.1%
262,229
-10,658
2
$20.9M 10.64%
525,917
-5,976
3
$16M 8.15%
193,750
+2,577
4
$9.42M 4.8%
186,983
-1,762
5
$9.21M 4.7%
109,457
+3,430
6
$7.97M 4.06%
250,742
+17,176
7
$6.89M 3.51%
29,579
-129
8
$6.51M 3.32%
48,076
+8,521
9
$5.55M 2.83%
116,251
+67,525
10
$5.42M 2.76%
35,164
+988
11
$5.01M 2.56%
118,500
-9,151
12
$4.64M 2.37%
23,429
+9,191
13
$3.7M 1.89%
66,466
-12,218
14
$3.49M 1.78%
74,055
+55,294
15
$3.46M 1.76%
14,215
+1,704
16
$3.36M 1.72%
5,737
+21
17
$3.09M 1.57%
63,517
+56,504
18
$3.05M 1.56%
59,778
-18,665
19
$3M 1.53%
6,980
-359
20
$2.59M 1.32%
15,490
21
$2.33M 1.19%
+99,155
22
$1.94M 0.99%
23,077
23
$1.72M 0.88%
21,992
+3,023
24
$1.72M 0.88%
20,715
+9,661
25
$1.68M 0.86%
17,151
+14,267
1
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