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
76
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-5,672
77
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-6,465
78
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-18,569
79
– –
-351
80
– –
-7,549
81
– –
-1,870
82
– –
-4,446
83
– –
-870
1 2 3
4