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
$126M
AUM Growth
-$3.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.73M
3
+$1.03M
4
ALGN icon
Align Technology
ALGN
+$930K
5
GILD icon
Gilead Sciences
GILD
+$841K

Top Sells

1
+$1.76M
2
+$1.7M
3
+$1.46M
4
WSM icon
Williams-Sonoma
WSM
+$1.35M
5
MON
Monsanto Co
MON
+$487K

Sector Composition

1 Industrials 20.88%
2 Financials 14.49%
3 Healthcare 14.28%
4 Materials 8.84%
5 Technology 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-4,897
1 2 3
4