PW
Peninsula Wealth Portfolio holdings
AUM
$587M
1-Year Est. Return
22.39%
1 Year Est. Return
+22.39%
AUM
$572M
AUM Growth
+$37.5M
(+7%)
Holding
104
Top Buys
| 1 | +$14M | |
| 2 | +$2.95M | |
| 3 | +$2.16M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$2.03M |
| 5 |
iShares Russell Top 200 Growth ETF
IWY
|
+$1.77M |
Top Sells
| 1 | +$1.34M | |
| 2 | +$1.14M | |
| 3 | +$1.14M | |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
+$1.09M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$712K |
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
Merck
MRK
$251B
| – | – |
-1,830
|
|
||
102
iShares TIPS Bond ETF
TIP
$14B
| – | – |
-2,864
|
|
||
103
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.4B
| – | – |
-5,063
|
|
||
104
Vanguard Total World Stock ETF
VT
$58.3B
| – | – |
-1,769
|
|