BA
Bellwether Advisors Portfolio holdings
AUM
$585M
1-Year Return
25.88%
This Quarter Return
+11.87%
1 Year Return
+25.88%
3 Year Return
+83.75%
5 Year Return
–
10 Year Return
–
AUM
$227M
AUM Growth
–
Cap. Flow
+$227M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
44.93%
Holding
345
New
345
Increased
–
Reduced
–
Closed
–
Top Buys
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% |
