PWS
Peloton Wealth Strategists Portfolio holdings
AUM
$249M
This Quarter Return
+0.52%
1 Year Return
+10.61%
3 Year Return
+43.02%
5 Year Return
+84.84%
10 Year Return
–
AUM
$244M
AUM Growth
+$244M
(+0.8%)
Cap. Flow
+$1.76M
Cap. Flow
% of AUM
0.72%
Top 10 Holdings %
Top 10 Hldgs %
28.99%
Holding
93
New
8
Increased
28
Reduced
35
Closed
6
Top Buys
| 1 |
LyondellBasell Industries
LYB
|
$1.77M |
| 2 |
Honeywell
HON
|
$1.42M |
| 3 |
IBHB
iShares iBonds 2022 Term High Yield and Income ETF
IBHB
|
$1.38M |
| 4 |
Home Depot
HD
|
$1.34M |
| 5 |
MarketAxess Holdings
MKTX
|
$1.32M |
Top Sells
| 1 |
Nike
NKE
|
$3.32M |
| 2 |
Boeing
BA
|
$2.55M |
| 3 |
CME Group
CME
|
$2M |
| 4 |
Ecolab
ECL
|
$1.59M |
| 5 |
Meta Platforms (Facebook)
META
|
$1.45M |
Sector Composition
| 1 | Technology | 15.1% |
| 2 | Healthcare | 14.83% |
| 3 | Financials | 12.9% |
| 4 | Consumer Discretionary | 12.19% |
| 5 | Industrials | 9.06% |
