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
251
$17K ﹤0.01%
139
252
$17K ﹤0.01%
380
253
$16.8K ﹤0.01%
158
-10
254
$16K ﹤0.01%
+50
255
$15.9K ﹤0.01%
750
256
$15.6K ﹤0.01%
112
-73
257
$15.1K ﹤0.01%
+119
258
$15.1K ﹤0.01%
66
259
$14.8K ﹤0.01%
151
+1
260
$14.4K ﹤0.01%
1,631
261
$12.7K ﹤0.01%
800
262
$12.6K ﹤0.01%
61
+50
263
$12.6K ﹤0.01%
96
-49
264
$12.6K ﹤0.01%
77
-3
265
$12.5K ﹤0.01%
135
266
$12.1K ﹤0.01%
75
267
$12K ﹤0.01%
400
268
$11.8K ﹤0.01%
35
269
$11.6K ﹤0.01%
209
270
$11.5K ﹤0.01%
160
271
$11.2K ﹤0.01%
20
272
$11.1K ﹤0.01%
130
273
$11K ﹤0.01%
+70
274
$10.9K ﹤0.01%
20
275
$10.6K ﹤0.01%
75
9 10
11
12 13