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

Top Buys

1 +$1.2M
2 +$568K
3 +$527K
4
HP icon
Helmerich & Payne
HP
+$386K
5
BOX icon
Box
BOX
+$361K

Top Sells

1 +$1.09M
2 +$809K
3 +$637K
4
BLK icon
Blackrock
BLK
+$625K
5
TRP icon
TC Energy
TRP
+$463K

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