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
51
$455K 0.23%
21,114
52
$432K 0.22%
3,563
-148
53
$365K 0.18%
3,262
54
$354K 0.18%
2,211
55
$346K 0.17%
649
56
$343K 0.17%
731
57
$340K 0.17%
2,785
-3
58
$317K 0.16%
5,436
-188
59
$303K 0.15%
3,267
+161
60
$303K 0.15%
10,711
+244
61
$300K 0.15%
3,295
-14,172
62
$299K 0.15%
803
63
$272K 0.14%
4,410
+164
64
$272K 0.14%
1,625
-109
65
$247K 0.12%
955
-1
66
$243K 0.12%
+1,421
67
$243K 0.12%
2,374
-30
68
$235K 0.12%
3,687
-249
69
$228K 0.11%
1,361
-254
70
$221K 0.11%
707
-6
71
$218K 0.11%
3,536
72
$215K 0.11%
9,735
73
$214K 0.11%
1,822
74
$209K 0.1%
+2,919
75
$206K 0.1%
+4,532
1 2
3
4