BA

Bellwether Advisors Portfolio holdings

AUM $585M
1-Year Est. Return 25.88%
This Quarter Est. Return
1 Year Est. Return
+25.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$365M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$51M
2
+$11.9M
3
+$10.4M
4
MTD icon
Mettler-Toledo International
MTD
+$4.28M
5
NVDA icon
NVIDIA
NVDA
+$4.23M

Top Sells

1
+$33.7M
2
+$11.8M
3
+$8.19M
4
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$3.88M
5
WBA
Walgreens Boots Alliance
WBA
+$3.64M

Sector Composition

1 Healthcare 11.25%
2 Technology 7.91%
3 Industrials 3.52%
4 Financials 1.55%
5 Utilities 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$26.7K 0.01%
273
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227
$26.7K 0.01%
10,000
228
$26.7K 0.01%
847
229
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230
$25.8K 0.01%
75
231
$25.6K 0.01%
680
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232
$24.9K 0.01%
280
233
$24.7K 0.01%
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$23.8K 0.01%
52
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235
$23.1K 0.01%
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236
$22.8K 0.01%
525
237
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238
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256
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239
$21.8K 0.01%
340
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$21.6K 0.01%
632
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526
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243
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245
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410
246
$19.2K 0.01%
112
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247
$19K 0.01%
+535
248
$19K 0.01%
600
249
$18.6K 0.01%
900
250
$18.3K 0.01%
949
8 9
10
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