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
$340M
AUM Growth
-$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$14M
3
+$12.5M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$11.9M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$8.37M

Top Sells

1
+$16M
2
+$10.4M
3
+$10M
4
MCK icon
McKesson
MCK
+$4.5M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$4.44M

Sector Composition

1 Healthcare 3.31%
2 Industrials 1.53%
3 Financials 1.48%
4 Technology 0.98%
5 Consumer Staples 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.67M 0.79%
75,642
27
$2.54M 0.75%
40,637
-1,583
28
$2.49M 0.73%
74,769
-186
29
$2.41M 0.71%
77,248
-192
30
$2.29M 0.67%
21,017
31
$2.02M 0.59%
20,608
-1,157
32
$1.9M 0.56%
+9,213
33
$1.86M 0.55%
+17,542
34
$1.81M 0.53%
50,089
35
$1.79M 0.53%
35,750
-2,276
36
$1.72M 0.51%
51,004
-344
37
$1.68M 0.5%
13,268
-33
38
$1.68M 0.49%
+7,421
39
$1.61M 0.47%
34,493
-1,436
40
$1.54M 0.45%
24,012
-68
41
$1.49M 0.44%
4,388
+929
42
$1.48M 0.44%
39,259
43
$1.47M 0.43%
32,485
+32,105
44
$1.41M 0.42%
41,385
45
$1.32M 0.39%
19,612
-1,325
46
$1.21M 0.35%
21,796
47
$1.2M 0.35%
35,125
-55,162
48
$1.16M 0.34%
16,476
-139
49
$912K 0.27%
10,822
+10,692
50
$873K 0.26%
24,387
-4,305
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