BA

Bellwether Advisors Portfolio holdings

AUM $605M
1-Year Est. Return 29.6%
This Quarter Est. Return
1 Year Est. Return
+29.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$32.3M
2
+$11.2M
3
+$8.51M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$8.18M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.86M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 4.43%
2 Financials 3.59%
3 Industrials 3.41%
4 Technology 2.93%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11K ﹤0.01%
+382
227
$11K ﹤0.01%
+100
228
$11K ﹤0.01%
+321
229
$11K ﹤0.01%
+188
230
$11K ﹤0.01%
+43
231
$11K ﹤0.01%
+59
232
$11K ﹤0.01%
+600
233
$11K ﹤0.01%
+280
234
$11K ﹤0.01%
+94
235
$10K ﹤0.01%
+333
236
$10K ﹤0.01%
+204
237
$10K ﹤0.01%
+77
238
$9K ﹤0.01%
+400
239
$9K ﹤0.01%
+205
240
$9K ﹤0.01%
+400
241
$9K ﹤0.01%
+62
242
$9K ﹤0.01%
+1,056
243
$9K ﹤0.01%
+98
244
$8K ﹤0.01%
+100
245
$8K ﹤0.01%
+160
246
$8K ﹤0.01%
+255
247
$8K ﹤0.01%
+105
248
$8K ﹤0.01%
+135
249
$8K ﹤0.01%
+38
250
$7K ﹤0.01%
+282
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