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
276
$4K ﹤0.01%
+200
277
$4K ﹤0.01%
+28
278
$4K ﹤0.01%
+50
279
$4K ﹤0.01%
+80
280
$4K ﹤0.01%
+29
281
$4K ﹤0.01%
+93
282
$4K ﹤0.01%
+30
283
$4K ﹤0.01%
+31
284
$4K ﹤0.01%
+250
285
$4K ﹤0.01%
+34
286
$4K ﹤0.01%
+32
287
$3K ﹤0.01%
+29
288
$3K ﹤0.01%
+133
289
$3K ﹤0.01%
+21
290
$3K ﹤0.01%
+106
291
$3K ﹤0.01%
+58
292
$3K ﹤0.01%
+47
293
$3K ﹤0.01%
+31
294
$3K ﹤0.01%
+108
295
$3K ﹤0.01%
+3
296
$3K ﹤0.01%
+71
297
$3K ﹤0.01%
+48
298
$3K ﹤0.01%
+42
299
$2K ﹤0.01%
+8
300
$2K ﹤0.01%
+14
10 11
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