PWS
Peloton Wealth Strategists Portfolio holdings
AUM
$249M
This Quarter Return
+6.85%
1 Year Return
+10.61%
3 Year Return
+43.02%
5 Year Return
+84.84%
10 Year Return
–
AUM
$246M
AUM Growth
+$246M
(+6.6%)
Cap. Flow
+$2.19M
Cap. Flow
% of AUM
0.89%
Top 10 Holdings %
Top 10 Hldgs %
29.61%
Holding
97
New
4
Increased
43
Reduced
27
Closed
6
Top Buys
| 1 |
Veeva Systems
VEEV
|
$684K |
| 2 |
UnitedHealth
UNH
|
$595K |
| 3 |
Texas Pacific Land
TPL
|
$592K |
| 4 |
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
|
$555K |
| 5 |
lululemon athletica
LULU
|
$521K |
Top Sells
| 1 |
Prudential Financial
PRU
|
$876K |
| 2 |
Masimo
MASI
|
$697K |
| 3 |
Sonos
SONO
|
$648K |
| 4 |
Salesforce
CRM
|
$483K |
| 5 |
MarketAxess Holdings
MKTX
|
$479K |
Sector Composition
| 1 | Technology | 16.1% |
| 2 | Healthcare | 15.18% |
| 3 | Consumer Discretionary | 12.24% |
| 4 | Financials | 10.75% |
| 5 | Industrials | 10.21% |
