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
$200M
AUM Growth
+$5.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$581K
3
+$407K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$381K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$333K

Top Sells

1
+$609K
2
+$267K
3
+$204K
4
AAPL icon
Apple
AAPL
+$81.1K
5
VT icon
Vanguard Total World Stock ETF
VT
+$2.25K

Sector Composition

1 Technology 10.62%
2 Healthcare 2.36%
3 Financials 0.66%
4 Communication Services 0.58%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$329K 0.16%
1,847
+500
27
$299K 0.15%
5,159
28
$286K 0.14%
2,397
29
$253K 0.13%
+2,900
30
$251K 0.13%
3,344
-30
31
$249K 0.12%
+1,912
32
$221K 0.11%
+2,151
33
$220K 0.11%
+3,600
34
$220K 0.11%
736
+3
35
$216K 0.11%
+2,426
36
$207K 0.1%
1,294
37
$206K 0.1%
+2,399
38
$132K 0.07%
14,411
39
– –
-957
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