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
326
$3.25K ﹤0.01%
215
-12
327
$3.1K ﹤0.01%
100
328
$3.04K ﹤0.01%
300
329
$2.89K ﹤0.01%
258
330
$2.79K ﹤0.01%
47
-37,406
331
$2.77K ﹤0.01%
58
332
$2.63K ﹤0.01%
49
333
$2.46K ﹤0.01%
34
334
$2.45K ﹤0.01%
60
335
$2.36K ﹤0.01%
8
-29
336
$2.23K ﹤0.01%
138
337
$2.21K ﹤0.01%
+27
338
$2.19K ﹤0.01%
31
339
$2.19K ﹤0.01%
227
+1
340
$2.18K ﹤0.01%
5
341
$2.13K ﹤0.01%
11
-1,145
342
$2.12K ﹤0.01%
83
343
$2.11K ﹤0.01%
42
344
$2.03K ﹤0.01%
50
345
$2.01K ﹤0.01%
195
346
$1.98K ﹤0.01%
26
347
$1.84K ﹤0.01%
4
348
$1.78K ﹤0.01%
36
349
$1.76K ﹤0.01%
16
-6
350
$1.76K ﹤0.01%
13
-3
12 13
14
15 16