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
$407M
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$7.83M
3
+$7.62M
4
MCK icon
McKesson
MCK
+$6.96M
5
AVGO icon
Broadcom
AVGO
+$6.62M

Top Sells

1
+$12.4M
2
+$6.26M
3
+$5.87M
4
DDOG icon
Datadog
DDOG
+$5.47M
5
SNAP icon
Snap
SNAP
+$5.36M

Sector Composition

1 Healthcare 10.04%
2 Technology 8.02%
3 Consumer Discretionary 2.25%
4 Industrials 1.63%
5 Financials 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.63M 1.14%
133,268
-161
27
$4.48M 1.1%
+42,914
28
$4.48M 1.1%
65,691
-410
29
$4.01M 0.99%
120,063
-384
30
$3.87M 0.95%
+78,060
31
$3.77M 0.93%
109,434
-1,958
32
$3.56M 0.87%
6,206
33
$3.49M 0.86%
40,794
-7,443
34
$3.4M 0.84%
108,117
35
$3.29M 0.81%
60,568
-39,129
36
$3.26M 0.8%
21,053
37
$2.94M 0.72%
18,732
38
$2.85M 0.7%
75,642
39
$2.63M 0.65%
78,743
-1,404
40
$2.53M 0.62%
39,040
-977
41
$2.43M 0.6%
+32,145
42
$2.31M 0.57%
65,938
-7,599
43
$2.31M 0.57%
21,000
-73
44
$2.29M 0.56%
15,172
-208
45
$2.22M 0.55%
6,411
+554
46
$2.2M 0.54%
+28,053
47
$1.98M 0.49%
19,934
-838
48
$1.92M 0.47%
+22,993
49
$1.78M 0.44%
34,681
-889
50
$1.67M 0.41%
12,309
-759
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