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
$301M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
651
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$14.6M
3
+$14.3M
4
INMD icon
InMode
INMD
+$2.25M
5
ASTH icon
Astrana Health
ASTH
+$1.82M

Top Sells

1
+$13.2M
2
+$8.54M
3
+$6.85M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$5.37M
5
HUBS icon
HubSpot
HUBS
+$2.97M

Sector Composition

1 Healthcare 8.46%
2 Consumer Staples 4.69%
3 Energy 2.78%
4 Utilities 2.27%
5 Financials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$31K 0.01%
787
227
$29K 0.01%
580
228
$28K 0.01%
184
229
$26K 0.01%
80
+16
230
$25K 0.01%
464
+228
231
$25K 0.01%
+255
232
$25K 0.01%
291
+156
233
$24K 0.01%
750
234
$24K 0.01%
570
+449
235
$23K 0.01%
106
236
$23K 0.01%
342
+326
237
$22K 0.01%
197
-637
238
$22K 0.01%
63
239
$22K 0.01%
400
240
$22K 0.01%
525
241
$22K 0.01%
1,056
242
$21K 0.01%
+378
243
$21K 0.01%
56
+20
244
$21K 0.01%
+420
245
$21K 0.01%
+753
246
$20K 0.01%
98
+19
247
$20K 0.01%
+586
248
$20K 0.01%
+522
249
$20K 0.01%
59
+43
250
$20K 0.01%
139
8 9
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