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
$290M
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$4.72M
3
+$3.91M
4
BBWI icon
Bath & Body Works
BBWI
+$2.42M
5
HUBS icon
HubSpot
HUBS
+$2.19M

Top Sells

1
+$3.77M
2
+$3.14M
3
+$2.92M
4
ETSY icon
Etsy
ETSY
+$2.4M
5
AMAT icon
Applied Materials
AMAT
+$1.24M

Sector Composition

1 Technology 5.19%
2 Financials 4.45%
3 Industrials 3.83%
4 Healthcare 3.71%
5 Consumer Discretionary 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9K ﹤0.01%
75
-25
277
$9K ﹤0.01%
300
-100
278
$9K ﹤0.01%
21
-2,238
279
$9K ﹤0.01%
143
-20
280
$9K ﹤0.01%
98
281
$8K ﹤0.01%
332
282
$8K ﹤0.01%
71
283
$8K ﹤0.01%
+154
284
$8K ﹤0.01%
138
285
$8K ﹤0.01%
30
286
$8K ﹤0.01%
+103
287
$7K ﹤0.01%
140
288
$7K ﹤0.01%
201
289
$7K ﹤0.01%
54
290
$7K ﹤0.01%
+80
291
$7K ﹤0.01%
+152
292
$7K ﹤0.01%
294
293
$7K ﹤0.01%
100
294
$7K ﹤0.01%
151
295
$7K ﹤0.01%
226
-25
296
$7K ﹤0.01%
+80
297
$6K ﹤0.01%
86
-50
298
$6K ﹤0.01%
325
299
$6K ﹤0.01%
59
+1
300
$6K ﹤0.01%
33
10 11
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