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
$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
Industrial Select Sector SPDR Fund
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
251
$20K 0.01%
318
252
$19K 0.01%
353
+165
253
$19K 0.01%
1,231
+973
254
$19K 0.01%
+171
255
$19K 0.01%
189
256
$18K 0.01%
445
257
$18K 0.01%
364
258
$18K 0.01%
+306
259
$18K 0.01%
+159
260
$17K 0.01%
122
+60
261
$17K 0.01%
1,631
262
$17K 0.01%
299
+189
263
$17K 0.01%
+750
264
$17K 0.01%
1,148
+1,059
265
$17K 0.01%
373
266
$16K 0.01%
+22
267
$16K 0.01%
120
268
$16K 0.01%
68
269
$15K 0.01%
150
270
$15K 0.01%
37
-1,717
271
$15K 0.01%
59
272
$15K 0.01%
9
+6
273
$15K 0.01%
+13
274
$15K 0.01%
708
275
$14K ﹤0.01%
98
+93
9 10
11
12 13