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
$427M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$69.3M
2
+$2.36M
3
+$1.41M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.18M
5
TEAM icon
Atlassian
TEAM
+$1.12M

Top Sells

1
+$3.01M
2
+$2.85M
3
+$1.64M
4
AMZN icon
Amazon
AMZN
+$715K
5
AAPL icon
Apple
AAPL
+$414K

Sector Composition

1 Technology 32.68%
2 Healthcare 1.26%
3 Consumer Discretionary 0.98%
4 Financials 0.88%
5 Communication Services 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$412K 0.1%
5,638
+40
52
$398K 0.09%
+16,430
53
$392K 0.09%
+9,131
54
$390K 0.09%
3,564
+394
55
$389K 0.09%
8,194
-92
56
$369K 0.09%
2,617
+358
57
$361K 0.08%
7,284
+1,083
58
$358K 0.08%
8,317
+25
59
$353K 0.08%
2,383
+315
60
$347K 0.08%
3,763
+16
61
$342K 0.08%
3,773
+104
62
$331K 0.08%
783
+3
63
$327K 0.08%
2,158
+151
64
$325K 0.08%
7,254
+128
65
$317K 0.07%
+6,115
66
$307K 0.07%
1,520
-139
67
$303K 0.07%
581
+91
68
$284K 0.07%
4,918
69
$281K 0.07%
4,662
70
$279K 0.07%
+484
71
$279K 0.07%
9,000
72
$264K 0.06%
5,609
73
$262K 0.06%
623
74
$257K 0.06%
3,515
+114
75
$243K 0.06%
18,242
-310
1 2
3
4