PWS
Peloton Wealth Strategists Portfolio holdings
AUM
$249M
This Quarter Return
+7.74%
1 Year Return
+10.61%
3 Year Return
+43.02%
5 Year Return
+84.84%
10 Year Return
–
AUM
$122M
AUM Growth
+$122M
(-0.78%)
Cap. Flow
-$8.7M
Cap. Flow
% of AUM
-7.16%
Top 10 Holdings %
Top 10 Hldgs %
30.69%
Holding
78
New
4
Increased
22
Reduced
38
Closed
11
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$2.05M |
| 2 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$1.97M |
| 3 |
Nike
NKE
|
$1.33M |
| 4 |
Henry Schein
HSIC
|
$1.18M |
| 5 |
Akamai
AKAM
|
$1.15M |
Top Sells
| 1 |
Materials Select Sector SPDR Fund
XLB
|
$2.14M |
| 2 |
Flowers Foods
FLO
|
$1.54M |
| 3 |
TIF
Tiffany & Co.
TIF
|
$1.22M |
| 4 |
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% |