PWS

Peloton Wealth Strategists Portfolio holdings

AUM $258M
1-Year Est. Return 13.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$3.02M
3
+$2.91M
4
ESRX
Express Scripts Holding Company
ESRX
+$2.7M
5
PNR icon
Pentair
PNR
+$2.66M

Top Sells

1
+$3.09M
2
+$2.96M
3
+$2.71M
4
UPS icon
United Parcel Service
UPS
+$2.57M
5
FBIN icon
Fortune Brands Innovations
FBIN
+$2.46M

Sector Composition

1 Industrials 22.44%
2 Healthcare 13.41%
3 Financials 12.99%
4 Technology 9.14%
5 Materials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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