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
$321M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$18M
3
+$9.68M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$7.23M
5
COST icon
Costco
COST
+$2.11M

Top Sells

1
+$14.8M
2
+$14.6M
3
+$1.9M
4
ASTH icon
Astrana Health
ASTH
+$1.82M
5
SAVA icon
Cassava Sciences
SAVA
+$1.72M

Sector Composition

1 Financials 4.61%
2 Consumer Discretionary 3.38%
3 Healthcare 2.76%
4 Energy 2.34%
5 Industrials 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3K ﹤0.01%
+40
452
$3K ﹤0.01%
27
453
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30
454
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29
455
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80
-1
456
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24
457
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31
458
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459
$3K ﹤0.01%
30
-11,721
460
$3K ﹤0.01%
71
+7
461
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79
-9
462
$3K ﹤0.01%
+55
463
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58
464
$3K ﹤0.01%
31
465
$3K ﹤0.01%
7
466
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7
+2
467
$3K ﹤0.01%
206
-39
468
$3K ﹤0.01%
86
-31,314
469
$3K ﹤0.01%
9
470
$3K ﹤0.01%
93
471
$3K ﹤0.01%
42
472
$3K ﹤0.01%
44
-8
473
$3K ﹤0.01%
24
474
$3K ﹤0.01%
13
475
$3K ﹤0.01%
65
17 18
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20 21