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
51
$334K 0.09%
+1,955
52
$330K 0.09%
+4,330
53
$309K 0.08%
+9,000
54
$296K 0.08%
+623
55
$288K 0.08%
+800
56
$288K 0.08%
+5,609
57
$278K 0.07%
+2,151
58
$277K 0.07%
+1,695
59
$273K 0.07%
1,833
-210
60
$266K 0.07%
+1,682
61
$251K 0.07%
+1,038
62
$244K 0.07%
+959
63
$237K 0.06%
+571
64
$236K 0.06%
16,642
+349
65
$229K 0.06%
+5,303
66
$177K 0.05%
+11,232
1 2
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