SRWM
Shira Ridge Wealth Management Portfolio holdings
AUM
$219M
This Quarter Return
+7.26%
1 Year Return
+13.29%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$145M
AUM Growth
–
Cap. Flow
+$145M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
58.15%
Holding
58
New
58
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares ESG Optimized MSCI USA ETF
SUSA
|
$20.6M |
| 2 |
Dimensional US Core Equity Market ETF
DFAU
|
$13.5M |
| 3 |
iShares Core High Dividend ETF
HDV
|
$8.57M |
| 4 |
iShares Global Tech ETF
IXN
|
$8.34M |
| 5 |
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% |
