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
$372M
AUM Growth
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$3.15M
3
+$2.3M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.08M
5
V icon
Visa
V
+$2.06M

Top Sells

1
+$5.85M
2
+$1.03M
3
+$253K
4
SKLZ icon
Skillz
SKLZ
+$31.3K
5
VTEB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.37M 0.37%
+9,440
27
$1.28M 0.34%
+9,924
28
$995K 0.27%
18,044
+3,202
29
$729K 0.2%
+2,167
30
$713K 0.19%
+2,384
31
$671K 0.18%
+4,640
32
$666K 0.18%
+10,010
33
$659K 0.18%
+3,838
34
$569K 0.15%
+8,976
35
$550K 0.15%
+5,123
36
$539K 0.15%
9,823
-255
37
$535K 0.14%
+6,102
38
$518K 0.14%
+1,694
39
$503K 0.14%
+2,898
40
$464K 0.12%
+6,872
41
$463K 0.12%
+5,722
42
$425K 0.11%
+2,255
43
$421K 0.11%
+6,372
44
$418K 0.11%
+11,950
45
$402K 0.11%
+3,724
46
$387K 0.1%
+3,605
47
$368K 0.1%
+649
48
$364K 0.1%
+763
49
$341K 0.09%
+5,770
50
$338K 0.09%
+4,918
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