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
$114M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$1.87M
2 +$1.86M
3 +$909K
4
TGH
Textainer Group Holdings limited
TGH
+$790K
5
HP icon
Helmerich & Payne
HP
+$768K

Top Sells

1 +$1.73M
2 +$1.51M
3 +$913K
4
TDC icon
Teradata
TDC
+$616K
5
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
+$540K

Sector Composition

1 Industrials 20.34%
2 Healthcare 14.51%
3 Financials 14.04%
4 Technology 10.14%
5 Energy 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,981
77
-35,996
78
-16,650
79
-25,901