PWS

Peloton Wealth Strategists Portfolio holdings

AUM $249M
1-Year Est. Return 10.61%
This Quarter Est. Return
1 Year Est. Return
+10.61%
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
+$3.58M
2
+$2.9M
3
+$2.75M
4
AGN
Allergan Inc
AGN
+$2.7M
5
ESRX
Express Scripts Holding Company
ESRX
+$2.68M

Top Sells

1
+$3.09M
2
+$2.71M
3
+$2.7M
4
UPS icon
United Parcel Service
UPS
+$2.54M
5
FBIN icon
Fortune Brands Innovations
FBIN
+$2.46M

Sector Composition

1 Industrials 20.16%
2 Healthcare 13.41%
3 Financials 12.99%
4 Technology 11.43%
5 Materials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-8,490
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