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
$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
State Street Industrial Select Sector SPDR ETF
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
501
$1K ﹤0.01%
+6
502
$1K ﹤0.01%
+10
503
$1K ﹤0.01%
4
504
$1K ﹤0.01%
13
505
$1K ﹤0.01%
56
506
$1K ﹤0.01%
+25
507
$1K ﹤0.01%
+7
508
$1K ﹤0.01%
123
509
$1K ﹤0.01%
+52
510
$1K ﹤0.01%
+4
511
$1K ﹤0.01%
13
512
$1K ﹤0.01%
8
513
$1K ﹤0.01%
14
514
$1K ﹤0.01%
+15
515
$1K ﹤0.01%
34
516
$1K ﹤0.01%
+148
517
$1K ﹤0.01%
+4
518
$1K ﹤0.01%
+11
519
$1K ﹤0.01%
+5
520
$1K ﹤0.01%
53
-178
521
$1K ﹤0.01%
+38
522
$1K ﹤0.01%
+97
523
$1K ﹤0.01%
20
524
$1K ﹤0.01%
+9
525
$1K ﹤0.01%
49
19 20
21
22 23