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
451
$3K ﹤0.01%
+22
452
$3K ﹤0.01%
108
453
$3K ﹤0.01%
+46
454
$2K ﹤0.01%
+26
455
$2K ﹤0.01%
15
456
$2K ﹤0.01%
+36
457
$2K ﹤0.01%
26
458
$2K ﹤0.01%
+13
459
$2K ﹤0.01%
118
+3
460
$2K ﹤0.01%
+60
461
$2K ﹤0.01%
+5
462
$2K ﹤0.01%
11
463
$2K ﹤0.01%
21
-66
464
$2K ﹤0.01%
8
-6,182
465
$2K ﹤0.01%
+33
466
$2K ﹤0.01%
+31
467
$2K ﹤0.01%
+32
468
$2K ﹤0.01%
+140
469
$2K ﹤0.01%
+4
470
$2K ﹤0.01%
+2
471
$2K ﹤0.01%
+64
472
$2K ﹤0.01%
60
473
$2K ﹤0.01%
+10
474
$2K ﹤0.01%
12
+7
475
$2K ﹤0.01%
34
17 18
19
20 21