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
$159M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$3.21M
2 +$1.81M
3 +$1.1M
4
RCL icon
Royal Caribbean
RCL
+$1.04M
5
TMO icon
Thermo Fisher Scientific
TMO
+$663K

Top Sells

1 +$6.44M
2 +$1.66M
3 +$1.37M
4
HII icon
Huntington Ingalls Industries
HII
+$685K
5
CMG icon
Chipotle Mexican Grill
CMG
+$679K

Sector Composition

1 Healthcare 15.91%
2 Technology 13.88%
3 Consumer Discretionary 13.74%
4 Financials 13.27%
5 Industrials 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-9,350
77
-10,475