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
$290M
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$4.72M
3
+$3.91M
4
BBWI icon
Bath & Body Works
BBWI
+$2.42M
5
HUBS icon
HubSpot
HUBS
+$2.19M

Top Sells

1
+$3.77M
2
+$3.14M
3
+$2.92M
4
ETSY icon
Etsy
ETSY
+$2.4M
5
AMAT icon
Applied Materials
AMAT
+$1.24M

Sector Composition

1 Technology 5.19%
2 Financials 4.45%
3 Industrials 3.83%
4 Healthcare 3.71%
5 Consumer Discretionary 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.87M 0.99%
17,524
-1,009
27
$2.81M 0.97%
35,895
-4,646
28
$2.54M 0.88%
84,157
+8,804
29
$2.54M 0.88%
47,450
-1,021
30
$2.44M 0.84%
33,495
+6,717
31
$2.42M 0.83%
+41,473
32
$2.37M 0.82%
35,485
-5,677
33
$2.23M 0.77%
73,236
+6,230
34
$2.18M 0.75%
16,242
-26
35
$2.1M 0.73%
67,827
+1,623
36
$2.08M 0.72%
71,047
+5,262
37
$2.05M 0.71%
76,997
-2,186
38
$1.86M 0.64%
15,844
39
$1.79M 0.62%
35,244
-3,473
40
$1.75M 0.6%
23,438
+5,653
41
$1.69M 0.58%
20,513
-1,800
42
$1.66M 0.57%
50,024
+27,689
43
$1.63M 0.56%
54,086
+53,782
44
$1.63M 0.56%
18,522
+18,334
45
$1.62M 0.56%
+15,659
46
$1.61M 0.56%
+30,040
47
$1.54M 0.53%
+105,448
48
$1.51M 0.52%
39,447
+24,024
49
$1.5M 0.52%
+31,470
50
$1.5M 0.52%
+6,190
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