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
$195M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.63M
3
+$1.51M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$848K
5
AAPL icon
Apple
AAPL
+$595K

Top Sells

1
+$273K
2
+$213K
3
+$212K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$63.7K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$42.8K

Sector Composition

1 Technology 9.28%
2 Healthcare 2.59%
3 Financials 0.78%
4 Communication Services 0.29%
5 Consumer Staples 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$261K 0.13%
1,347
+50
27
$256K 0.13%
3,374
+69
28
$216K 0.11%
+733
29
$204K 0.1%
+957
30
$204K 0.1%
+1,294
31
$147K 0.08%
14,411
-1,600
32
– –
-1,164
33
– –
-2,635
1
2