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
$290M
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$4.72M
3
+$3.91M
4
BBWI icon
Bath & Body Works
BBWI
+$2.42M
5
HUBS icon
HubSpot
HUBS
+$2.19M

Top Sells

1
+$3.77M
2
+$3.14M
3
+$2.92M
4
ETSY icon
Etsy
ETSY
+$2.4M
5
AMAT icon
Applied Materials
AMAT
+$1.24M

Sector Composition

1 Technology 5.19%
2 Financials 4.45%
3 Industrials 3.83%
4 Healthcare 3.71%
5 Consumer Discretionary 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3K ﹤0.01%
34
352
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29
353
$3K ﹤0.01%
258
354
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64
355
$3K ﹤0.01%
+18
356
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58
357
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93
358
$3K ﹤0.01%
42
359
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24
-6
360
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19
361
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47
362
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+74
363
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81
-36
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+41
365
$3K ﹤0.01%
13
366
$3K ﹤0.01%
108
367
$3K ﹤0.01%
+86
368
$2K ﹤0.01%
15
369
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61
370
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21
371
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18
372
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11
-3
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$2K ﹤0.01%
30
374
$2K ﹤0.01%
31
375
$2K ﹤0.01%
138
13 14
15
16 17