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
$365M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1 +$51M
2 +$11.9M
3 +$10.4M
4
MTD icon
Mettler-Toledo International
MTD
+$4.28M
5
NVDA icon
NVIDIA
NVDA
+$4.23M

Top Sells

1 +$33.7M
2 +$11.8M
3 +$8.19M
4
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$3.88M
5
WBA
Walgreens Boots Alliance
WBA
+$3.64M

Sector Composition

1 Healthcare 11.25%
2 Technology 7.91%
3 Industrials 3.52%
4 Financials 1.55%
5 Utilities 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$10K ﹤0.01%
+1,030
277
$9.75K ﹤0.01%
279
+39
278
$9.45K ﹤0.01%
666
279
$9.02K ﹤0.01%
77
280
$8.98K ﹤0.01%
71
281
$8.77K ﹤0.01%
160
282
$8.56K ﹤0.01%
+241
283
$8.43K ﹤0.01%
106
284
$8.22K ﹤0.01%
157
-193
285
$8.21K ﹤0.01%
75
286
$7.93K ﹤0.01%
1,394
287
$7.88K ﹤0.01%
25
288
$7.59K ﹤0.01%
200
289
$7.51K ﹤0.01%
27
290
$7.37K ﹤0.01%
3
291
$7.22K ﹤0.01%
373
292
$7.12K ﹤0.01%
96
293
$7.04K ﹤0.01%
23
294
$6.93K ﹤0.01%
141
295
$6.87K ﹤0.01%
750
296
$6.63K ﹤0.01%
151
297
$6.59K ﹤0.01%
300
298
$6.43K ﹤0.01%
172
299
$5.53K ﹤0.01%
88
300
$5.52K ﹤0.01%
54
+49