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
$365M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$51M
2
+$11.9M
3
+$10.4M
4
MTD icon
Mettler-Toledo International
MTD
+$4.28M
5
NVDA icon
NVIDIA
NVDA
+$4.23M

Top Sells

1
+$33.7M
2
+$11.8M
3
+$8.19M
4
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$3.88M
5
WBA
Walgreens Boots Alliance
WBA
+$3.64M

Sector Composition

1 Healthcare 11.25%
2 Technology 7.91%
3 Industrials 3.52%
4 Financials 1.55%
5 Utilities 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$5.41K ﹤0.01%
54
302
$5.31K ﹤0.01%
32
303
$5.24K ﹤0.01%
40
304
$4.94K ﹤0.01%
121
305
$4.91K ﹤0.01%
84
306
$4.86K ﹤0.01%
50
307
$4.86K ﹤0.01%
170
308
$4.83K ﹤0.01%
90
309
$4.75K ﹤0.01%
20
-4,689
310
$4.64K ﹤0.01%
250
311
$4.61K ﹤0.01%
461
312
$4.59K ﹤0.01%
48
313
$4.53K ﹤0.01%
52
314
$4.42K ﹤0.01%
200
315
$4.22K ﹤0.01%
71
316
$3.98K ﹤0.01%
88
317
$3.95K ﹤0.01%
3
318
$3.93K ﹤0.01%
2,016
319
$3.77K ﹤0.01%
600
320
$3.69K ﹤0.01%
46
-73
321
$3.67K ﹤0.01%
605
322
$3.48K ﹤0.01%
9
323
$3.47K ﹤0.01%
117
-109
324
$3.32K ﹤0.01%
34
325
$3.32K ﹤0.01%
42
11 12
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