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
$535M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$14.8M
3
+$9.09M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$4.25M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4M

Top Sells

1
+$15.8M
2
+$12.8M
3
+$12.4M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.28M
5
VB icon
Vanguard Small-Cap ETF
VB
+$5.4M

Sector Composition

1 Technology 29.73%
2 Healthcare 0.98%
3 Financials 0.85%
4 Communication Services 0.77%
5 Consumer Discretionary 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-2,151
102
– –
-14,992
1 2 3 4
5