PW
Peninsula Wealth Portfolio holdings
AUM
$587M
1-Year Est. Return
22.39%
This Fund
S&P 500
1 Year Est. Return
+22.39%
AUM
$572M
AUM Growth
+$37.5M
(+7%)
Holding
104
Top Buys
| 1 | +$11.6M | |
| 2 | +$2.81M | |
| 3 | +$2.05M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$1.96M |
| 5 |
iShares Russell Top 200 Growth ETF
IWY
|
+$1.7M |
Top Sells
| 1 | +$1.32M | |
| 2 | +$1.09M | |
| 3 | +$1.08M | |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
+$1.07M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$669K |
Sector Composition
| 1 | Technology | 30.74% |
| 2 | Healthcare | 1.01% |
| 3 | Financials | 0.92% |
| 4 | Communication Services | 0.73% |
| 5 | Consumer Discretionary | 0.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Vanguard Total World Stock ETF
VT
$60.1B
| – | – |
-1,769
|
|
||
102
Johnson & Johnson
JNJ
$583B
| – | – |
-1,716
|
|
||
103
Lam Research
LRCX
$266B
| – | – |
-2,750
|
|
||
104
Merck
MRK
$298B
| – | – |
-1,830
|
|