PW

Peninsula Wealth Portfolio holdings

AUM $587M
1-Year Est. Return 22.39%
This Quarter Est. Return
1 Year Est. Return
+22.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$37M
3
+$36.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$17.1M
5
VB icon
Vanguard Small-Cap ETF
VB
+$8.74M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.06%
2 Healthcare 3.35%
3 Financials 0.54%
4 Communication Services 0.32%
5 Consumer Discretionary 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$251K 0.15%
+5,850
27
$251K 0.15%
+1,567
28
$242K 0.14%
+5,159
29
$238K 0.14%
+2,360
30
$207K 0.12%
+1,126
1
2