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
$266M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$2.91M
3
+$2.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.02M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.53M

Top Sells

1
+$4.35M
2
+$2.72M
3
+$1.59M
4
MSFT icon
Microsoft
MSFT
+$1.51M
5
SNPS icon
Synopsys
SNPS
+$876K

Sector Composition

1 Technology 14.8%
2 Healthcare 1.61%
3 Communication Services 0%
4 Consumer Discretionary 0%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-2,360
52
– –
-3,839
53
– –
-6,485
54
– –
-5,609
1 2
3