PWS
Peloton Wealth Strategists Portfolio holdings
AUM
$249M
This Quarter Return
-0.68%
1 Year Return
+10.61%
3 Year Return
+43.02%
5 Year Return
+84.84%
10 Year Return
–
AUM
$126M
AUM Growth
+$126M
(-2.6%)
Cap. Flow
-$1.14M
Cap. Flow
% of AUM
-0.9%
Top 10 Holdings %
Top 10 Hldgs %
27.07%
Holding
78
New
4
Increased
25
Reduced
24
Closed
6
Top Buys
| 1 |
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
|
$1.62M |
| 2 |
SNDK
SANDISK CORP
SNDK
|
$1.51M |
| 3 |
Align Technology
ALGN
|
$988K |
| 4 |
Tapestry
TPR
|
$931K |
| 5 |
Gilead Sciences
GILD
|
$901K |
Top Sells
| 1 |
Xerox
XRX
|
$1.7M |
| 2 |
Novartis
NVS
|
$1.69M |
| 3 |
AGN
Allergan plc
AGN
|
$1.46M |
| 4 |
Williams-Sonoma
WSM
|
$1.35M |
| 5 |
MON
Monsanto Co
MON
|
$448K |
Sector Composition
| 1 | Industrials | 20.88% |
| 2 | Financials | 14.49% |
| 3 | Healthcare | 14.28% |
| 4 | Materials | 8.84% |
| 5 | Technology | 8.67% |