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
$477M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$9.14M
3
+$7.67M
4
GLD icon
SPDR Gold Trust
GLD
+$7.6M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$6.44M

Top Sells

1
+$11.6M
2
+$7.33M
3
+$5.21M
4
MCK icon
McKesson
MCK
+$4.8M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$4.3M

Sector Composition

1 Technology 13.45%
2 Industrials 5.01%
3 Healthcare 3.75%
4 Financials 1.33%
5 Consumer Discretionary 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.56M 0.96%
128,085
+19,640
27
$4.01M 0.84%
6,198
+41
28
$3.96M 0.83%
108,993
29
$3.87M 0.81%
+21,866
30
$3.65M 0.77%
18,732
+152
31
$3.61M 0.76%
21,053
32
$3.47M 0.73%
28,084
-3,386
33
$3.32M 0.7%
87,457
-1,019
34
$3.16M 0.66%
75,522
35
$3.12M 0.66%
35,369
+53
36
$3.11M 0.65%
35,344
+249
37
$3.09M 0.65%
+10,042
38
$3.06M 0.64%
57,130
-51
39
$2.94M 0.62%
+102,659
40
$2.84M 0.6%
+38,924
41
$2.82M 0.59%
+15,986
42
$2.77M 0.58%
68,241
43
$2.72M 0.57%
74,487
-3,262
44
$2.61M 0.55%
38,629
-232
45
$2.57M 0.54%
4,402
-8,222
46
$2.55M 0.54%
+52,486
47
$2.51M 0.53%
6,723
+1,089
48
$2.47M 0.52%
65,898
-152
49
$2.44M 0.51%
+1,906
50
$2.42M 0.51%
24,573
-31,388
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