PW
Peninsula Wealth Portfolio holdings
AUM
$587M
1-Year Est. Return
22.39%
1 Year Est. Return
+22.39%
AUM
$587M
AUM Growth
+$14.2M
(+2.5%)
Holding
111
Top Buys
| 1 | +$5.58M | |
| 2 | +$3.6M | |
| 3 | +$2.68M | |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$2.48M |
| 5 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$1.3M |
Top Sells
| 1 | +$5.41M | |
| 2 | +$4.42M | |
| 3 | +$3.43M | |
| 4 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
+$2.52M |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$621K |
Sector Composition
| 1 | Technology | 31.81% |
| 2 | Healthcare | 1% |
| 3 | Financials | 0.96% |
| 4 | Consumer Discretionary | 0.9% |
| 5 | Communication Services | 0.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
SPDR Gold Trust
GLD
$126B
| $214K | 0.04% |
884
|
|
||
102
Bank of America
BAC
$391B
| $207K | 0.04% |
4,717
-132
|
|
||
103
Walt Disney
DIS
$200B
| $205K | 0.04% |
+1,844
|
|
||
104
Vanguard Total World Stock ETF
VT
$54.6B
| $201K | 0.03% |
+1,712
|
|
||
105
Wipro
WIT
$27.2B
| $74.5K | 0.01% |
+21,032
|
|
||
106
Advanced Micro Devices
AMD
$411B
| – | – |
-1,399
|
|
||
107
Vanguard Long-Term Bond ETF
BLV
$5.73B
| – | – |
-2,747
|
|
||
108
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$11.8B
| – | – |
-7,203
|
|
||
109
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.7B
| – | – |
-4,362
|
|
||
110
Vanguard Total International Stock ETF
VXUS
$107B
| – | – |
-3,583
|
|
||
111
Energy Select Sector SPDR Fund
XLE
$26.2B
| – | – |
-2,295
|
|