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
$290M
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$4.72M
3
+$3.91M
4
BBWI icon
Bath & Body Works
BBWI
+$2.42M
5
HUBS icon
HubSpot
HUBS
+$2.19M

Top Sells

1
+$3.77M
2
+$3.14M
3
+$2.92M
4
ETSY icon
Etsy
ETSY
+$2.4M
5
AMAT icon
Applied Materials
AMAT
+$1.24M

Sector Composition

1 Technology 5.19%
2 Financials 4.45%
3 Industrials 3.83%
4 Healthcare 3.71%
5 Consumer Discretionary 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19K 0.01%
+1,294
227
$19K 0.01%
189
228
$18K 0.01%
445
229
$18K 0.01%
364
230
$18K 0.01%
1,631
-544
231
$17K 0.01%
584
+288
232
$16K 0.01%
708
233
$16K 0.01%
120
234
$16K 0.01%
68
235
$16K 0.01%
+200
236
$15K 0.01%
188
237
$15K 0.01%
533
+350
238
$15K 0.01%
1,801
239
$15K 0.01%
633
240
$14K ﹤0.01%
375
241
$14K ﹤0.01%
36
-1
242
$14K ﹤0.01%
150
243
$14K ﹤0.01%
+400
244
$14K ﹤0.01%
88
245
$14K ﹤0.01%
600
246
$13K ﹤0.01%
+236
247
$13K ﹤0.01%
56
248
$13K ﹤0.01%
59
249
$13K ﹤0.01%
600
250
$13K ﹤0.01%
321
8 9
10
11 12