PWS

Peloton Wealth Strategists Portfolio holdings

AUM $254M
1-Year Est. Return 10.09%
This Quarter Est. Return
1 Year Est. Return
+10.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$4.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1M
3
+$867K
4
VHT icon
Vanguard Health Care ETF
VHT
+$227K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$199K

Top Sells

1
+$2.5M
2
+$1.2M
3
+$416K
4
AMLP icon
Alerian MLP ETF
AMLP
+$396K
5
SLB icon
SLB Ltd
SLB
+$290K

Sector Composition

1 Industrials 20.47%
2 Healthcare 13.83%
3 Financials 13.11%
4 Technology 9%
5 Materials 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-28,100
77
– –
-1,654
1 2 3
4