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
351
$1.63K ﹤0.01%
162
352
$1.56K ﹤0.01%
60
353
$1.51K ﹤0.01%
13
354
$1.46K ﹤0.01%
59
355
$1.43K ﹤0.01%
8
356
$1.41K ﹤0.01%
17
+1
357
$1.39K ﹤0.01%
53
-76
358
$1.33K ﹤0.01%
39
-19
359
$1.31K ﹤0.01%
4
360
$1.27K ﹤0.01%
6
361
$1.2K ﹤0.01%
23
-113
362
$1.19K ﹤0.01%
13
363
$1.18K ﹤0.01%
600
364
$1.14K ﹤0.01%
7
365
$1.14K ﹤0.01%
+35
366
$1.09K ﹤0.01%
14
367
$1.07K ﹤0.01%
36
-36
368
$1.06K ﹤0.01%
14
369
$1.06K ﹤0.01%
30
-4
370
$1.06K ﹤0.01%
8
371
$1.05K ﹤0.01%
5
372
$991 ﹤0.01%
9
373
$982 ﹤0.01%
89
374
$854 ﹤0.01%
48
+1
375
$847 ﹤0.01%
53
13 14
15
16 17