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
$301M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
651
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$14.6M
3
+$14.3M
4
INMD icon
InMode
INMD
+$2.25M
5
ASTH icon
Astrana Health
ASTH
+$1.82M

Top Sells

1
+$13.2M
2
+$8.54M
3
+$6.85M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$5.37M
5
HUBS icon
HubSpot
HUBS
+$2.97M

Sector Composition

1 Healthcare 8.46%
2 Consumer Staples 4.69%
3 Energy 2.78%
4 Utilities 2.27%
5 Financials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$14K ﹤0.01%
+196
277
$14K ﹤0.01%
1,010
-51,244
278
$14K ﹤0.01%
+276
279
$14K ﹤0.01%
+72
280
$14K ﹤0.01%
+26
281
$14K ﹤0.01%
+294
282
$14K ﹤0.01%
1,801
283
$13K ﹤0.01%
77
-51
284
$13K ﹤0.01%
2,016
285
$13K ﹤0.01%
533
286
$13K ﹤0.01%
77
287
$12K ﹤0.01%
66
-3,022
288
$12K ﹤0.01%
56
289
$12K ﹤0.01%
+66
290
$12K ﹤0.01%
113
+25
291
$12K ﹤0.01%
328
292
$12K ﹤0.01%
600
293
$12K ﹤0.01%
182
+172
294
$12K ﹤0.01%
43
295
$11K ﹤0.01%
+5
296
$11K ﹤0.01%
+67
297
$11K ﹤0.01%
400
298
$11K ﹤0.01%
461
+86
299
$11K ﹤0.01%
243
+105
300
$10K ﹤0.01%
70
10 11
12
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