PW
Peninsula Wealth Portfolio holdings
AUM
$587M
This Quarter Return
+7.39%
1 Year Return
+22.39%
3 Year Return
+30.02%
5 Year Return
+90.98%
10 Year Return
–
AUM
$372M
AUM Growth
+$372M
(+18%)
Cap. Flow
+$34.8M
Cap. Flow
% of AUM
9.36%
Top 10 Holdings %
Top 10 Hldgs %
79.38%
Holding
66
New
42
Increased
18
Reduced
6
Closed
–
Top Buys
| 1 |
Amazon
AMZN
|
$4.91M |
| 2 |
Microsoft
MSFT
|
$3.15M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.3M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.08M |
| 5 |
Visa
V
|
$2.06M |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$5.85M |
| 2 |
Snowflake
SNOW
|
$1.03M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$253K |
| 4 |
Skillz
SKLZ
|
$31.4K |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$14K |
Sector Composition
| 1 | Technology | 17.23% |
| 2 | Consumer Discretionary | 1.97% |
| 3 | Financials | 1.07% |
| 4 | Healthcare | 0.88% |
| 5 | Communication Services | 0.88% |
