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
$118M
AUM Growth
+$2.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$2.3M
3
+$2.23M
4
CMI icon
Cummins
CMI
+$2.15M
5
GILD icon
Gilead Sciences
GILD
+$714K

Top Sells

1
+$2.44M
2
+$2.27M
3
+$1.88M
4
TUP
Tupperware Brands Corporation
TUP
+$1.54M
5
PRU icon
Prudential Financial
PRU
+$1.2M

Sector Composition

1 Industrials 19.18%
2 Healthcare 14.94%
3 Financials 12.98%
4 Technology 9.91%
5 Energy 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-27,750
77
– –
-88,600
78
– –
-18,000
79
– –
-36,050
80
– –
-51,100
81
– –
-8,100
1 2 3
4