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
$301M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
651
New
Increased
Reduced
Closed

Top Buys

1 +$14.8M
2 +$14.6M
3 +$14.3M
4
INMD icon
InMode
INMD
+$2.25M
5
ASTH icon
Astrana Health
ASTH
+$1.82M

Top Sells

1 +$13.2M
2 +$8.54M
3 +$6.85M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$5.37M
5
HUBS icon
HubSpot
HUBS
+$2.97M

Sector Composition

1 Healthcare 8.46%
2 Consumer Staples 4.69%
3 Energy 2.78%
4 Utilities 2.27%
5 Financials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$10K ﹤0.01%
30
+26
302
$10K ﹤0.01%
71
303
$10K ﹤0.01%
160
304
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75
305
$10K ﹤0.01%
300
306
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205
307
$10K ﹤0.01%
83
308
$10K ﹤0.01%
189
309
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+51
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$10K ﹤0.01%
+22
311
$10K ﹤0.01%
+335
312
$9K ﹤0.01%
88
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224
315
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+130
316
$9K ﹤0.01%
160
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141
-18
318
$9K ﹤0.01%
+24
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$9K ﹤0.01%
98
320
$8K ﹤0.01%
+468
321
$8K ﹤0.01%
332
322
$8K ﹤0.01%
+32
323
$8K ﹤0.01%
138
324
$8K ﹤0.01%
+400
325
$8K ﹤0.01%
+312