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
51
$314K 0.1%
4,918
52
$311K 0.1%
2,819
-297
53
$301K 0.09%
+5,879
54
$299K 0.09%
1,976
+227
55
$298K 0.09%
775
+4
56
$295K 0.09%
647
-19
57
$291K 0.09%
2,886
+126
58
$288K 0.09%
3,337
+56
59
$279K 0.09%
9,000
60
$269K 0.08%
2,151
61
$262K 0.08%
9,450
-750
62
$262K 0.08%
5,609
63
$241K 0.08%
+2,135
64
$240K 0.08%
+1,792
65
$238K 0.08%
623
66
$238K 0.07%
1,792
67
$223K 0.07%
1,853
-98
68
$213K 0.07%
+4,160
69
$211K 0.07%
18,242
+455
70
$205K 0.06%
8,292
71
$204K 0.06%
+384
72
$202K 0.06%
+640
73
$202K 0.06%
+1,817
74
$200K 0.06%
+3,151
75
$184K 0.06%
11,541
-215
1 2
3
4