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
$116M
AUM Growth
+$1.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$591K
3
+$514K
4
HP icon
Helmerich & Payne
HP
+$398K
5
BOX icon
Box
BOX
+$339K

Top Sells

1
+$1.09M
2
+$818K
3
+$704K
4
BLK icon
Blackrock
BLK
+$625K
5
TRP icon
TC Energy
TRP
+$470K

Sector Composition

1 Industrials 19.73%
2 Healthcare 14.8%
3 Financials 13.88%
4 Technology 9.18%
5 Energy 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-18,500
77
– –
-27,700
1 2 3
4