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
$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
State Street Industrial Select Sector SPDR ETF
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
326
$8K ﹤0.01%
+412
327
$8K ﹤0.01%
30
328
$7K ﹤0.01%
325
329
$7K ﹤0.01%
+15
330
$7K ﹤0.01%
100
331
$7K ﹤0.01%
+22
332
$7K ﹤0.01%
+92
333
$7K ﹤0.01%
+97
334
$7K ﹤0.01%
140
335
$7K ﹤0.01%
+1,007
336
$7K ﹤0.01%
584
337
$7K ﹤0.01%
201
338
$7K ﹤0.01%
60
+6
339
$7K ﹤0.01%
+156
340
$7K ﹤0.01%
226
341
$6K ﹤0.01%
+22
342
$6K ﹤0.01%
+108
343
$6K ﹤0.01%
+46
344
$6K ﹤0.01%
+23
345
$6K ﹤0.01%
+57
346
$6K ﹤0.01%
+48
347
$6K ﹤0.01%
+150
348
$6K ﹤0.01%
150
+120
349
$6K ﹤0.01%
+78
350
$6K ﹤0.01%
33
12 13
14
15 16