BA
Bellwether Advisors Portfolio holdings
AUM
$585M
1-Year Return
25.88%
This Quarter Return
+6.19%
1 Year Return
+25.88%
3 Year Return
+83.75%
5 Year Return
–
10 Year Return
–
AUM
$290M
AUM Growth
+$37.5M
(+15%)
Cap. Flow
+$26.1M
Cap. Flow
% of AUM
9.01%
Top 10 Holdings %
Top 10 Hldgs %
39.97%
Holding
503
New
68
Increased
76
Reduced
97
Closed
43
Top Buys
| 1 |
Technology Select Sector SPDR Fund
XLK
|
+$7.79M |
| 2 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
+$4.72M |
| 3 |
Innovator US Equity Power Buffer ETF April
PAPR
|
+$3.91M |
| 4 |
Bath & Body Works
BBWI
|
+$2.42M |
| 5 |
HubSpot
HUBS
|
+$2.19M |
Top Sells
| 1 |
Innovator US Equity Power Buffer ETF July
PJUL
|
+$3.77M |
| 2 |
DFS
Discover Financial Services
DFS
|
+$3.14M |
| 3 |
SIVB
SVB Financial Group
SIVB
|
+$2.92M |
| 4 |
Etsy
ETSY
|
+$2.4M |
| 5 |
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% |
