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
$201M
AUM Growth
-$3.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$4.4M
3
+$2.74M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$2.18M
5
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$886K

Top Sells

1
+$7.21M
2
+$4.07M
3
+$1.29M
4
IVT icon
InvenTrust Properties
IVT
+$559K
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$489K

Sector Composition

1 Technology 5.26%
2 Communication Services 2.96%
3 Financials 1.31%
4 Consumer Discretionary 1.02%
5 Consumer Staples 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.56M 0.78%
1,649
+31
27
$1.44M 0.72%
9,834
-27,841
28
$1.36M 0.68%
24,088
-1,023
29
$1.3M 0.65%
17,326
-4,134
30
$1.12M 0.56%
31,383
-1,000
31
$1.06M 0.53%
6,824
+132
32
$1.04M 0.52%
1,805
-28
33
$969K 0.48%
3,525
+18
34
$911K 0.45%
11,690
+5
35
$907K 0.45%
3,718
-3
36
$879K 0.44%
2,385
37
$865K 0.43%
4,548
+712
38
$859K 0.43%
10,975
+1
39
$750K 0.37%
12,407
-1,599
40
$718K 0.36%
1,397
-19
41
$718K 0.36%
6,620
+290
42
$662K 0.33%
18,974
-5,568
43
$637K 0.32%
10,459
-1,728
44
$624K 0.31%
1,684
-36
45
$613K 0.31%
3,547
-126
46
$605K 0.3%
742
47
$562K 0.28%
406
48
$518K 0.26%
2,112
+69
49
$463K 0.23%
1,792
50
$456K 0.23%
6,938
-849
1
2
3 4