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
51
$365K 0.1%
3,747
+12
52
$358K 0.09%
8,292
53
$356K 0.09%
3,669
+16
54
$350K 0.09%
1,659
-14
55
$348K 0.09%
780
+2
56
$340K 0.09%
3,170
+136
57
$340K 0.09%
6,201
+103
58
$333K 0.09%
3,401
+23
59
$332K 0.09%
2,007
60
$329K 0.09%
2,259
+337
61
$314K 0.08%
2,068
+49
62
$309K 0.08%
4,918
63
$297K 0.08%
4,662
64
$295K 0.08%
9,000
-20
65
$276K 0.07%
623
-19
66
$274K 0.07%
2,234
+38
67
$266K 0.07%
5,609
68
$264K 0.07%
2,151
69
$262K 0.07%
2,266
+175
70
$249K 0.07%
18,552
+310
71
$235K 0.06%
+490
72
$220K 0.06%
3,659
+137
73
$214K 0.06%
+688
74
$208K 0.05%
+945
75
$202K 0.05%
+9,387
1 2
3
4