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
$455M
AUM Growth
+$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$4.45M
3
+$4.41M
4
UNH icon
UnitedHealth
UNH
+$4.01M
5
TTD icon
Trade Desk
TTD
+$2.7M

Top Sells

1
+$7.62M
2
+$5.01M
3
+$4.21M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$3.75M
5
IYH icon
iShares US Healthcare ETF
IYH
+$2.86M

Sector Composition

1 Technology 8.55%
2 Healthcare 8.36%
3 Consumer Discretionary 2.53%
4 Consumer Staples 2%
5 Industrials 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.44M 0.98%
6,157
-49
27
$4.3M 0.94%
10,280
-8,971
28
$4.01M 0.88%
+8,106
29
$3.87M 0.85%
108,993
-441
30
$3.83M 0.84%
21,053
31
$3.74M 0.82%
108,445
-11,618
32
$3.48M 0.76%
18,580
-152
33
$3.29M 0.72%
19,156
+3,984
34
$3.28M 0.72%
35,316
-5,478
35
$3.26M 0.72%
88,476
+49,970
36
$3.2M 0.7%
39,000
+10,947
37
$3.13M 0.69%
8,170
+1,759
38
$3.08M 0.68%
57,181
-3,387
39
$3.05M 0.67%
75,522
-120
40
$2.97M 0.65%
35,095
-25,327
41
$2.9M 0.64%
33,223
+1,078
42
$2.84M 0.62%
31,470
-46,590
43
$2.75M 0.6%
77,749
-994
44
$2.7M 0.59%
+30,892
45
$2.68M 0.59%
68,241
+26,856
46
$2.65M 0.58%
28,203
+22,454
47
$2.64M 0.58%
38,861
-179
48
$2.42M 0.53%
66,050
+112
49
$2.39M 0.52%
21,000
50
$2.37M 0.52%
5,997
-12,660
1
2
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