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
376
$2K ﹤0.01%
49
377
$2K ﹤0.01%
9
378
$2K ﹤0.01%
60
379
$2K ﹤0.01%
+115
380
$2K ﹤0.01%
+116
381
$2K ﹤0.01%
13
382
$2K ﹤0.01%
26
383
$1K ﹤0.01%
4
384
$1K ﹤0.01%
+31
385
$1K ﹤0.01%
16
386
$1K ﹤0.01%
13
387
$1K ﹤0.01%
30
388
$1K ﹤0.01%
83
389
$1K ﹤0.01%
4
390
$1K ﹤0.01%
4
391
$1K ﹤0.01%
13
392
$1K ﹤0.01%
8
393
$1K ﹤0.01%
5
394
$1K ﹤0.01%
14
395
$1K ﹤0.01%
+20
396
$1K ﹤0.01%
29
397
$1K ﹤0.01%
23
398
$1K ﹤0.01%
34
399
$1K ﹤0.01%
+10
400
$1K ﹤0.01%
5
14 15
16
17 18