PWS

Peloton Wealth Strategists Portfolio holdings

AUM $249M
1-Year Est. Return 10.61%
This Quarter Est. Return
1 Year Est. Return
+10.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
+$2.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$2.3M
3
+$2.23M
4
CMI icon
Cummins
CMI
+$2.15M
5
GILD icon
Gilead Sciences
GILD
+$714K

Top Sells

1
+$2.44M
2
+$2.27M
3
+$1.88M
4
TUP
Tupperware Brands Corporation
TUP
+$1.54M
5
PRU icon
Prudential Financial
PRU
+$1.2M

Sector Composition

1 Industrials 19.18%
2 Healthcare 14.94%
3 Financials 12.98%
4 Technology 9.91%
5 Energy 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.1M 4.32%
54,010
-900
2
$4.09M 3.46%
37,200
+19,550
3
$3.36M 2.85%
41,950
-700
4
$3.19M 2.7%
50,600
+300
5
$3.14M 2.66%
30,639
+597
6
$3.08M 2.61%
30,100
7
$3.01M 2.55%
28,540
+1,451
8
$2.91M 2.46%
2,555
+220
9
$2.87M 2.43%
25,700
-300
10
$2.79M 2.36%
44,650
+400
11
$2.79M 2.36%
26,500
-300
12
$2.69M 2.28%
65,933
-764
13
$2.67M 2.26%
98,024
+84,468
14
$2.6M 2.2%
43,950
+7,200
15
$2.5M 2.12%
+80,640
16
$2.49M 2.11%
27,070
+7,770
17
$2.47M 2.09%
35,922
-1,200
18
$2.38M 2.02%
16,837
-100
19
$2.32M 1.97%
45,300
+1,300
20
$2.32M 1.97%
60,900
+3,100
21
$2.32M 1.96%
57,800
+4,150
22
$2.23M 1.89%
+30,250
23
$2.21M 1.87%
17,378
+1,801
24
$2.15M 1.83%
18,085
-200
25
$2.09M 1.77%
30,550
-453
1
2 3 4