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
$129M
AUM Growth
-$2.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1 +$2.66M
2 +$1.46M
3 +$1.38M
4
CVS icon
CVS Health
CVS
+$1.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$940K

Top Sells

1 +$2.98M
2 +$2.4M
3 +$1.13M
4
GIS icon
General Mills
GIS
+$933K
5
CBST
CUBIST PHARMACEUTICALS INC
CBST
+$886K

Sector Composition

1 Industrials 19.14%
2 Healthcare 14.97%
3 Financials 13.4%
4 Technology 10.09%
5 Materials 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-13,000
77
-20,500
78
-12,152
79
-8,800
80
-14,028