PWS
Peloton Wealth Strategists Portfolio holdings
AUM
$249M
This Quarter Return
+0.98%
1 Year Return
+10.61%
3 Year Return
+43.02%
5 Year Return
+84.84%
10 Year Return
–
AUM
$111M
AUM Growth
–
Cap. Flow
+$111M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
26.55%
Holding
75
New
75
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Mastercard
MA
|
$3.84M |
| 2 |
Ecolab
ECL
|
$3.43M |
| 3 |
Toronto Dominion Bank
TD
|
$3.36M |
| 4 |
EMC
EMC CORPORATION
EMC
|
$3.07M |
| 5 |
Johnson Controls International
JCI
|
$2.91M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 19.33% |
| 2 | Financials | 13.9% |
| 3 | Healthcare | 12.33% |
| 4 | Technology | 11.37% |
| 5 | Materials | 8.27% |
