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
$479M
AUM Growth
-$80.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Sells

1 +$24.5M
2 +$14.4M
3 +$11.2M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$10.4M
5
ORCL icon
Oracle
ORCL
+$7.32M

Sector Composition

1 Technology 10.83%
2 Financials 8.4%
3 Healthcare 4.05%
4 Industrials 2.42%
5 Consumer Discretionary 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$19.3K ﹤0.01%
112
277
$18.9K ﹤0.01%
393
278
$18.7K ﹤0.01%
80
279
$18.4K ﹤0.01%
4
280
$17.9K ﹤0.01%
37
281
$17.9K ﹤0.01%
451
282
$17.8K ﹤0.01%
353
283
$17.8K ﹤0.01%
176
284
$17.6K ﹤0.01%
181
285
$17.4K ﹤0.01%
237
286
$17.4K ﹤0.01%
377
287
$17.1K ﹤0.01%
100
288
$16.6K ﹤0.01%
108
289
$16.4K ﹤0.01%
61
290
$16.2K ﹤0.01%
714
291
$16K ﹤0.01%
60
292
$15.9K ﹤0.01%
1,171
+451
293
$15.5K ﹤0.01%
353
-372
294
$15.4K ﹤0.01%
150
295
$15.2K ﹤0.01%
600
296
$15K ﹤0.01%
256
297
$14.4K ﹤0.01%
158
298
$14.1K ﹤0.01%
357
299
$13.6K ﹤0.01%
300
300
$13.5K ﹤0.01%
1,086