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
251
$7K ﹤0.01%
+201
252
$7K ﹤0.01%
+80
253
$7K ﹤0.01%
+223
254
$7K ﹤0.01%
+251
255
$7K ﹤0.01%
+30
256
$7K ﹤0.01%
+264
257
$6K ﹤0.01%
+160
258
$6K ﹤0.01%
+151
259
$6K ﹤0.01%
+54
260
$6K ﹤0.01%
+294
261
$6K ﹤0.01%
+151
262
$6K ﹤0.01%
+138
263
$5K ﹤0.01%
+25
264
$5K ﹤0.01%
+20
265
$5K ﹤0.01%
+191
266
$5K ﹤0.01%
+16
267
$5K ﹤0.01%
+3
268
$5K ﹤0.01%
+146
269
$5K ﹤0.01%
+100
270
$4K ﹤0.01%
+200
271
$4K ﹤0.01%
+58
272
$4K ﹤0.01%
+71
273
$4K ﹤0.01%
+45
274
$4K ﹤0.01%
+84
275
$4K ﹤0.01%
+28
9 10
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