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

Top Buys

1 +$1.62M
2 +$1.51M
3 +$988K
4
TPR icon
Tapestry
TPR
+$931K
5
GILD icon
Gilead Sciences
GILD
+$901K

Top Sells

1 +$1.7M
2 +$1.69M
3 +$1.46M
4
WSM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-4,897