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
401
$4K ﹤0.01%
+24
402
$4K ﹤0.01%
60
+38
403
$4K ﹤0.01%
+64
404
$4K ﹤0.01%
50
405
$4K ﹤0.01%
+78
406
$4K ﹤0.01%
48
407
$4K ﹤0.01%
+14
408
$4K ﹤0.01%
+245
409
$4K ﹤0.01%
+134
410
$4K ﹤0.01%
+88
411
$3K ﹤0.01%
+27
412
$3K ﹤0.01%
+30
413
$3K ﹤0.01%
+75
414
$3K ﹤0.01%
+25
415
$3K ﹤0.01%
58
416
$3K ﹤0.01%
+7
417
$3K ﹤0.01%
93
418
$3K ﹤0.01%
42
419
$3K ﹤0.01%
+5
420
$3K ﹤0.01%
+65
421
$3K ﹤0.01%
+16
422
$3K ﹤0.01%
+80
423
$3K ﹤0.01%
+138
424
$3K ﹤0.01%
+32
425
$3K ﹤0.01%
+43
15 16
17
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