PWS
Peloton Wealth Strategists Portfolio holdings
AUM
$249M
This Quarter Return
-5.49%
1 Year Return
+10.61%
3 Year Return
+43.02%
5 Year Return
+84.84%
10 Year Return
–
AUM
$239M
AUM Growth
+$239M
(-4%)
Cap. Flow
+$5.81M
Cap. Flow
% of AUM
2.43%
Top 10 Holdings %
Top 10 Hldgs %
29.96%
Holding
94
New
5
Increased
43
Reduced
23
Closed
11
Top Buys
| 1 |
Applied Materials
AMAT
|
$2.59M |
| 2 |
Johnson & Johnson
JNJ
|
$2.23M |
| 3 |
Amazon
AMZN
|
$2.19M |
| 4 |
Best Buy
BBY
|
$1.59M |
| 5 |
Align Technology
ALGN
|
$1.57M |
Top Sells
| 1 |
Palo Alto Networks
PANW
|
$5.64M |
| 2 |
Illumina
ILMN
|
$2.08M |
| 3 |
Ecolab
ECL
|
$1.27M |
| 4 |
Pfizer
PFE
|
$1.24M |
| 5 |
AT&T
T
|
$1.13M |
Sector Composition
| 1 | Healthcare | 17.97% |
| 2 | Technology | 13.97% |
| 3 | Consumer Discretionary | 12.28% |
| 4 | Financials | 12.08% |
| 5 | Industrials | 10.16% |
