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
376
$783 ﹤0.01%
10
377
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7
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$754 ﹤0.01%
+17
379
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10
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+9
381
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50
382
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+3
383
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10
384
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385
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386
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36
387
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+10
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1
393
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2
-2
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397
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34
+17
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$379 ﹤0.01%
+5
399
$367 ﹤0.01%
+2
400
$364 ﹤0.01%
+44
14 15
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