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
$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
Industrial Select Sector SPDR Fund
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
26
$2.45M 0.82%
79,780
+6,544
27
$2.37M 0.79%
32,010
-1,485
28
$2.36M 0.78%
6,723
-5,120
29
$2.28M 0.76%
73,299
+5,472
30
$2.26M 0.75%
28,406
+28,188
31
$2.24M 0.75%
73,634
-10,523
32
$2.16M 0.72%
16,242
33
$2.05M 0.68%
70,189
-858
34
$2.03M 0.68%
34,351
-1,134
35
$1.84M 0.61%
15,844
36
$1.82M 0.6%
+19,947
37
$1.78M 0.59%
67,241
-9,756
38
$1.74M 0.58%
52,099
+2,075
39
$1.72M 0.57%
+27,769
40
$1.69M 0.56%
+17,342
41
$1.68M 0.56%
22,605
-833
42
$1.61M 0.54%
31,743
-3,501
43
$1.59M 0.53%
166,004
+161,118
44
$1.58M 0.52%
+11,751
45
$1.36M 0.45%
+13,943
46
$1.36M 0.45%
+38,080
47
$1.34M 0.45%
37,285
+1,915
48
$1.29M 0.43%
20,839
-867
49
$1.27M 0.42%
+17,846
50
$1.24M 0.41%
42,246
-5,115
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