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
$145M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$13.5M
3
+$8.57M
4
IXN icon
iShares Global Tech ETF
IXN
+$8.34M
5
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$6.41M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.14%
2 Communication Services 3.05%
3 Real Estate 1.35%
4 Industrials 0.94%
5 Financials 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$933K 0.64%
+9,496
27
$932K 0.64%
+16,124
28
$833K 0.57%
+13,106
29
$809K 0.56%
+2,385
30
$803K 0.55%
+4,199
31
$782K 0.54%
+9,389
32
$769K 0.53%
+13,555
33
$739K 0.51%
+17,770
34
$705K 0.49%
+17,297
35
$696K 0.48%
+5,133
36
$659K 0.45%
+1,006
37
$635K 0.44%
+32,657
38
$606K 0.42%
+25,614
39
$576K 0.4%
+1,261
40
$559K 0.39%
+6,339
41
$542K 0.37%
+6,026
42
$541K 0.37%
+2,268
43
$504K 0.35%
+3,044
44
$469K 0.32%
+6,499
45
$450K 0.31%
+1,282
46
$446K 0.31%
+3,177
47
$438K 0.3%
+22,076
48
$423K 0.29%
+2,075
49
$404K 0.28%
+8,976
50
$403K 0.28%
+8,057
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