BA
Bellwether Advisors Portfolio holdings
AUM
$585M
1-Year Return
25.88%
This Quarter Return
+7.52%
1 Year Return
+25.88%
3 Year Return
+83.75%
5 Year Return
–
10 Year Return
–
AUM
$340M
AUM Growth
-$25.3M
(-6.9%)
Cap. Flow
-$41.3M
Cap. Flow
% of AUM
-12.14%
Top 10 Holdings %
Top 10 Hldgs %
64.92%
Holding
499
New
11
Increased
18
Reduced
44
Closed
384
Top Buys
Top Sells
| 1 |
Industrial Select Sector SPDR Fund
XLI
|
$16M |
| 2 |
iShares Russell Mid-Cap Value ETF
IWS
|
$10.4M |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
$10M |
| 4 |
McKesson
MCK
|
$4.5M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$4.44M |
Sector Composition
| 1 | Healthcare | 3.31% |
| 2 | Industrials | 1.53% |
| 3 | Financials | 1.48% |
| 4 | Technology | 0.98% |
| 5 | Consumer Staples | 0.75% |
