PWS
Peloton Wealth Strategists Portfolio holdings
AUM
$249M
This Quarter Return
+6.01%
1 Year Return
+10.61%
3 Year Return
+43.02%
5 Year Return
+84.84%
10 Year Return
–
AUM
$249M
AUM Growth
+$249M
(+4.2%)
Cap. Flow
+$306K
Cap. Flow
% of AUM
0.12%
Top 10 Holdings %
Top 10 Hldgs %
32.34%
Holding
96
New
4
Increased
33
Reduced
27
Closed
7
Top Buys
| 1 |
Manhattan Associates
MANH
|
$968K |
| 2 |
Citigroup
C
|
$966K |
| 3 |
Novo Nordisk
NVO
|
$949K |
| 4 |
Kinsale Capital Group
KNSL
|
$860K |
| 5 |
Uber
UBER
|
$772K |
Top Sells
| 1 |
Exelixis
EXEL
|
$1.18M |
| 2 |
Keysight
KEYS
|
$771K |
| 3 |
Devon Energy
DVN
|
$765K |
| 4 |
On Holding
ONON
|
$706K |
| 5 |
Everest Group
EG
|
$604K |
Sector Composition
| 1 | Technology | 15.05% |
| 2 | Financials | 13.57% |
| 3 | Healthcare | 13.29% |
| 4 | Consumer Discretionary | 10.4% |
| 5 | Industrials | 9.08% |
