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
251
$13K ﹤0.01%
+200
252
$13K ﹤0.01%
+817
253
$13K ﹤0.01%
77
254
$12K ﹤0.01%
382
255
$12K ﹤0.01%
328
256
$12K ﹤0.01%
2,016
257
$12K ﹤0.01%
43
258
$11K ﹤0.01%
400
259
$10K ﹤0.01%
160
260
$10K ﹤0.01%
205
261
$10K ﹤0.01%
159
-45
262
$10K ﹤0.01%
80
263
$10K ﹤0.01%
+87
264
$10K ﹤0.01%
319
+186
265
$10K ﹤0.01%
83
-28
266
$10K ﹤0.01%
+218
267
$10K ﹤0.01%
189
268
$10K ﹤0.01%
62
269
$10K ﹤0.01%
135
270
$9K ﹤0.01%
88
-30
271
$9K ﹤0.01%
255
272
$9K ﹤0.01%
+58
273
$9K ﹤0.01%
70
274
$9K ﹤0.01%
188
275
$9K ﹤0.01%
224
9 10
11
12 13