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
301
$6K ﹤0.01%
+98
302
$6K ﹤0.01%
181
303
$6K ﹤0.01%
+128
304
$6K ﹤0.01%
+95
305
$6K ﹤0.01%
110
306
$6K ﹤0.01%
88
307
$6K ﹤0.01%
138
308
$6K ﹤0.01%
250
309
$5K ﹤0.01%
52
310
$5K ﹤0.01%
20
311
$5K ﹤0.01%
250
-100
312
$5K ﹤0.01%
84
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$5K ﹤0.01%
16
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$5K ﹤0.01%
75
-30
315
$5K ﹤0.01%
+11
316
$5K ﹤0.01%
+133
317
$5K ﹤0.01%
116
-22,742
318
$5K ﹤0.01%
+182
319
$5K ﹤0.01%
200
320
$5K ﹤0.01%
33
321
$5K ﹤0.01%
25
322
$5K ﹤0.01%
170
-112
323
$5K ﹤0.01%
49
324
$5K ﹤0.01%
+60
325
$5K ﹤0.01%
66
-28
11 12
13
14 15