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
$122M
AUM Growth
-$952K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$2.05M
2 +$1.97M
3 +$1.33M
4
HSIC icon
Henry Schein
HSIC
+$1.18M
5
AKAM icon
Akamai
AKAM
+$1.15M

Top Sells

1 +$2.14M
2 +$1.54M
3 +$1.22M
4
VLO icon
Valero Energy
VLO
+$1.11M
5
MON
Monsanto Co
MON
+$883K

Sector Composition

1 Industrials 19.97%
2 Healthcare 13.47%
3 Financials 11.54%
4 Technology 11.51%
5 Consumer Discretionary 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-8,396