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
$479M
AUM Growth
-$80.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$16.1M
3
+$15.7M
4
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$6.04M
5
MRVL icon
Marvell Technology
MRVL
+$5M

Top Sells

1
+$24.5M
2
+$14.4M
3
+$11.2M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$10.4M
5
ORCL icon
Oracle
ORCL
+$7.32M

Sector Composition

1 Technology 10.83%
2 Financials 8.4%
3 Healthcare 4.05%
4 Industrials 2.42%
5 Consumer Discretionary 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3.3K ﹤0.01%
42
402
$3.27K ﹤0.01%
71
+10
403
$3.24K ﹤0.01%
27
404
$3.2K ﹤0.01%
100
405
$3.15K ﹤0.01%
13
406
$3.11K ﹤0.01%
54
407
$3.1K ﹤0.01%
33
408
$3.07K ﹤0.01%
38
409
$3.04K ﹤0.01%
166
410
$3.01K ﹤0.01%
13
411
$3K ﹤0.01%
88
412
$2.95K ﹤0.01%
139
413
$2.94K ﹤0.01%
29
414
$2.93K ﹤0.01%
14
+1
415
$2.8K ﹤0.01%
25
416
$2.76K ﹤0.01%
58
417
$2.73K ﹤0.01%
36
418
$2.68K ﹤0.01%
49
419
$2.68K ﹤0.01%
31
420
$2.67K ﹤0.01%
375
421
$2.58K ﹤0.01%
30
422
$2.5K ﹤0.01%
49
423
$2.39K ﹤0.01%
128
424
$2.35K ﹤0.01%
14
425
$2.3K ﹤0.01%
50
15 16
17
18 19