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
51
$395K 0.27%
+14,200
52
$392K 0.27%
+1,839
53
$329K 0.23%
+3,775
54
$315K 0.22%
+21,114
55
$309K 0.21%
+6,734
56
$296K 0.2%
+3,520
57
$271K 0.19%
+10,866
58
$267K 0.18%
+3,145
1 2
3