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
$253M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$3.26M
3
+$3.18M
4
DFS
Discover Financial Services
DFS
+$2.75M
5
PJAN icon
Innovator US Equity Power Buffer ETF January
PJAN
+$1.86M

Top Sells

1
+$3.18M
2
+$2.29M
3
+$2.18M
4
ZM icon
Zoom
ZM
+$965K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$903K

Sector Composition

1 Financials 4.76%
2 Healthcare 4.06%
3 Industrials 3.41%
4 Technology 3.03%
5 Consumer Discretionary 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2K ﹤0.01%
+18
352
$2K ﹤0.01%
14
353
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30
354
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+31
355
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26
+20
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118
357
$1K ﹤0.01%
6
-264
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+20
361
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123
362
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363
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+55
364
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+14
365
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+7
367
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11
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371
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372
$1K ﹤0.01%
+13
373
$1K ﹤0.01%
+8
374
$1K ﹤0.01%
4
+2
375
$1K ﹤0.01%
5
13 14
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16 17