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
$318M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.79M
3
+$1.36M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$1.11M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$844K

Top Sells

1
+$903K
2
+$510K
3
+$401K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$281K
5
TWTR
Twitter, Inc.
TWTR
+$253K

Sector Composition

1 Technology 17.13%
2 Healthcare 1.8%
3 Consumer Discretionary 1.13%
4 Financials 1.08%
5 Communication Services 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 0.42%
4,167
-16
27
$1.29M 0.4%
28,242
-2,214
28
$1.29M 0.4%
17,072
+8,735
29
$1.24M 0.39%
13,098
+426
30
$1.24M 0.39%
8,162
+23
31
$1.18M 0.37%
11,088
-63
32
$985K 0.31%
20,776
+1,051
33
$901K 0.28%
10,152
-241
34
$807K 0.25%
2,612
+126
35
$773K 0.24%
7,417
+4,867
36
$696K 0.22%
12,410
-7,148
37
$576K 0.18%
4,676
-528
38
$548K 0.17%
3,032
+31
39
$480K 0.15%
8,580
-2,980
40
$461K 0.14%
9,307
+28
41
$454K 0.14%
6,102
42
$434K 0.14%
4,917
-84
43
$412K 0.13%
8,650
+620
44
$399K 0.13%
2,257
+84
45
$389K 0.12%
6,273
-99
46
$363K 0.11%
1,694
47
$349K 0.11%
7,055
+269
48
$335K 0.11%
964
+205
49
$315K 0.1%
3,715
-57
50
$314K 0.1%
4,844
+42
1
2
3 4