PWS
Peloton Wealth Strategists Portfolio holdings
AUM
$249M
This Quarter Return
+5.13%
1 Year Return
+10.61%
3 Year Return
+43.02%
5 Year Return
+84.84%
10 Year Return
–
AUM
$252M
AUM Growth
+$252M
(+3.5%)
Cap. Flow
-$2.63M
Cap. Flow
% of AUM
-1.04%
Top 10 Holdings %
Top 10 Hldgs %
29.95%
Holding
96
New
4
Increased
38
Reduced
42
Closed
3
Top Buys
| 1 |
Intuit
INTU
|
$2.01M |
| 2 |
lululemon athletica
LULU
|
$1.32M |
| 3 |
Synopsys
SNPS
|
$1M |
| 4 |
Capital One
COF
|
$778K |
| 5 |
Vertex Pharmaceuticals
VRTX
|
$744K |
Top Sells
| 1 |
Box
BOX
|
$3.6M |
| 2 |
IBM
IBM
|
$2.03M |
| 3 |
Amgen
AMGN
|
$1.88M |
| 4 |
RTX Corp
RTX
|
$840K |
| 5 |
Mastercard
MA
|
$470K |
Sector Composition
| 1 | Healthcare | 15.08% |
| 2 | Technology | 14.4% |
| 3 | Consumer Discretionary | 12.68% |
| 4 | Financials | 11.32% |
| 5 | Industrials | 9.64% |
