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
76
– –
-5,782
77
– –
-2,754
1 2 3
4