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
$227M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$32.3M
2
+$11.2M
3
+$8.51M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$8.18M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.86M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$2K ﹤0.01%
+8
302
$2K ﹤0.01%
+14
303
$2K ﹤0.01%
+231
304
$2K ﹤0.01%
+30
305
$2K ﹤0.01%
+138
306
$2K ﹤0.01%
+228
307
$1K ﹤0.01%
+61
308
$1K ﹤0.01%
+30
309
$1K ﹤0.01%
+4
310
$1K ﹤0.01%
+25
311
$1K ﹤0.01%
+19
312
$1K ﹤0.01%
+123
313
$1K ﹤0.01%
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314
$1K ﹤0.01%
+118
315
$1K ﹤0.01%
+11
316
$1K ﹤0.01%
+5
317
$1K ﹤0.01%
+29
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$1K ﹤0.01%
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$1K ﹤0.01%
+4
320
$0 ﹤0.01%
+5
321
$0 ﹤0.01%
+26
322
$0 ﹤0.01%
+5
323
$0 ﹤0.01%
+10
324
$0 ﹤0.01%
+51
325
$0 ﹤0.01%
+9
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