PWS
Peloton Wealth Strategists Portfolio holdings
AUM
$249M
This Quarter Return
-1.31%
1 Year Return
+10.61%
3 Year Return
+43.02%
5 Year Return
+84.84%
10 Year Return
–
AUM
$127M
AUM Growth
+$127M
(+12%)
Cap. Flow
+$7.95M
Cap. Flow
% of AUM
6.26%
Top 10 Holdings %
Top 10 Hldgs %
26.11%
Holding
106
New
34
Increased
30
Reduced
14
Closed
27
Top Buys
| 1 |
EMC
EMC CORPORATION
EMC
|
$3.58M |
| 2 |
Xerox
XRX
|
$2.9M |
| 3 |
TUP
Tupperware Brands Corporation
TUP
|
$2.75M |
| 4 |
AGN
ALLERGAN INC
AGN
|
$2.7M |
| 5 |
ESRX
Express Scripts Holding Company
ESRX
|
$2.68M |
Top Sells
| 1 |
CVS Health
CVS
|
$3.09M |
| 2 |
Cummins
CMI
|
$2.71M |
| 3 |
DuPont de Nemours
DD
|
$2.7M |
| 4 |
United Parcel Service
UPS
|
$2.54M |
| 5 |
Fortune Brands Innovations
FBIN
|
$2.46M |
Sector Composition
| 1 | Industrials | 20.16% |
| 2 | Healthcare | 13.41% |
| 3 | Financials | 12.99% |
| 4 | Technology | 11.43% |
| 5 | Materials | 7.93% |