PWS
Peloton Wealth Strategists Portfolio holdings
AUM
$249M
1-Year Return
10.61%
This Quarter Return
-2.45%
1 Year Return
+10.61%
3 Year Return
+43.02%
5 Year Return
+84.84%
10 Year Return
–
AUM
$217M
AUM Growth
-$9.16M
(-4.1%)
Cap. Flow
-$1.68M
Cap. Flow
% of AUM
-0.78%
Top 10 Holdings %
Top 10 Hldgs %
28.37%
Holding
94
New
6
Increased
38
Reduced
37
Closed
6
Top Buys
| 1 |
Goldman Sachs
GS
|
$1.53M |
| 2 |
lululemon athletica
LULU
|
$1.14M |
| 3 |
Emerson Electric
EMR
|
$1.09M |
| 4 |
Adobe
ADBE
|
$1.07M |
| 5 |
Albemarle
ALB
|
$969K |
Top Sells
| 1 |
WRK
WestRock Company
WRK
|
$2.53M |
| 2 |
State Street
STT
|
$2.33M |
| 3 |
AbbVie
ABBV
|
$2.14M |
| 4 |
Thor Industries
THO
|
$1.99M |
| 5 |
Medtronic
MDT
|
$1.05M |
Sector Composition
| 1 | Healthcare | 15.87% |
| 2 | Technology | 14.86% |
| 3 | Consumer Discretionary | 11.25% |
| 4 | Financials | 10.29% |
| 5 | Industrials | 9.57% |
