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
351
$6K ﹤0.01%
21
352
$6K ﹤0.01%
151
353
$6K ﹤0.01%
+10
354
$6K ﹤0.01%
+52
355
$6K ﹤0.01%
88
356
$6K ﹤0.01%
181
357
$6K ﹤0.01%
+45
358
$6K ﹤0.01%
+50
359
$6K ﹤0.01%
+16
360
$5K ﹤0.01%
+9
361
$5K ﹤0.01%
84
362
$5K ﹤0.01%
94
-17,056
363
$5K ﹤0.01%
3
364
$5K ﹤0.01%
200
365
$5K ﹤0.01%
25
366
$5K ﹤0.01%
170
367
$5K ﹤0.01%
123
368
$5K ﹤0.01%
+33
369
$5K ﹤0.01%
+43
370
$5K ﹤0.01%
59
371
$5K ﹤0.01%
106
372
$5K ﹤0.01%
+24
373
$5K ﹤0.01%
+225
374
$5K ﹤0.01%
+28
375
$5K ﹤0.01%
+40
13 14
15
16 17