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

Top Buys

1
+$9.75M
2
+$1.94M
3
+$1.52M
4
NKE icon
Nike
NKE
+$1.31M
5
AKAM icon
Akamai
AKAM
+$1.27M

Top Sells

1
+$2.14M
2
+$1.54M
3
+$1.22M
4
VLO icon
Valero Energy
VLO
+$1.12M
5
GILD icon
Gilead Sciences
GILD
+$909K

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
1 2 3
4