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
$383M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$714K
3
+$305K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$268K
5
UNH icon
UnitedHealth
UNH
+$235K

Top Sells

1
+$308K
2
+$280K
3
+$182K
4
VEEV icon
Veeva Systems
VEEV
+$178K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$94.1K

Sector Composition

1 Technology 20.93%
2 Healthcare 1.37%
3 Consumer Discretionary 1.36%
4 Financials 1.06%
5 Communication Services 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.68M 0.44%
8,495
-900
27
$1.6M 0.42%
66,328
+1,334
28
$1.49M 0.39%
13,813
-293
29
$1.42M 0.37%
30,973
-662
30
$1.38M 0.36%
5,288
+51
31
$1.31M 0.34%
13,182
+34
32
$1.31M 0.34%
10,804
+377
33
$1.23M 0.32%
25,264
-476
34
$1.05M 0.27%
6,457
-1,726
35
$1.01M 0.26%
+2,208
36
$988K 0.26%
2,898
+193
37
$908K 0.24%
15,952
+1,931
38
$907K 0.24%
8,720
+508
39
$783K 0.2%
9,030
+260
40
$682K 0.18%
2,378
-7
41
$664K 0.17%
5,545
+387
42
$581K 0.15%
3,136
+44
43
$489K 0.13%
9,445
+309
44
$466K 0.12%
1,694
45
$459K 0.12%
6,102
46
$447K 0.12%
5,598
+543
47
$421K 0.11%
1,070
+52
48
$416K 0.11%
8,286
-946
49
$389K 0.1%
723
+43
50
$366K 0.1%
7,126
+28
1
2
3 4