PW

Peninsula Wealth Portfolio holdings

AUM $587M
1-Year Est. Return 22.39%
This Fund
S&P 500
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 +$967K
2 +$698K
3 +$304K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$266K
5
UNH icon
UnitedHealth
UNH
+$240K

Top Sells

1 +$308K
2 +$270K
3 +$164K
4
ORCL icon
Oracle
ORCL
+$158K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$94.6K

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
76
$200K 0.05%
11,892
+169
77
-7,544