SRWM

Shira Ridge Wealth Management Portfolio holdings

AUM $219M
1-Year Est. Return 13.29%
This Quarter Est. Return
1 Year Est. Return
+13.29%
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
1
$20.6M 14.19%
+250,287
2
$13.5M 9.29%
+499,225
3
$8.57M 5.9%
+82,181
4
$8.34M 5.74%
+185,932
5
$6.41M 4.41%
+97,498
6
$6.03M 4.15%
+119,746
7
$5.65M 3.89%
+120,951
8
$5.53M 3.81%
+220,943
9
$5.24M 3.61%
+38,559
10
$4.61M 3.17%
+30,034
11
$4.33M 2.98%
+33,352
12
$4.3M 2.96%
+53,002
13
$4.28M 2.94%
+130,327
14
$3.87M 2.66%
+77,251
15
$3.71M 2.56%
+102,432
16
$3.68M 2.53%
+79,743
17
$3.25M 2.24%
+74,000
18
$2.54M 1.75%
+16,728
19
$2.48M 1.71%
+49,046
20
$2.31M 1.59%
+12,846
21
$2.07M 1.43%
+6,482
22
$1.67M 1.15%
+6,981
23
$1.5M 1.03%
+16,932
24
$1.37M 0.94%
+2,171
25
$1.2M 0.82%
+24,581
1
2 3