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
526
$1K ﹤0.01%
+3
527
$1K ﹤0.01%
14
528
$1K ﹤0.01%
7
529
$1K ﹤0.01%
5
530
$1K ﹤0.01%
7
531
$1K ﹤0.01%
+39
532
$1K ﹤0.01%
8
533
$1K ﹤0.01%
13
534
$1K ﹤0.01%
7
535
$1K ﹤0.01%
+41
536
– –
-88
537
$0 ﹤0.01%
6
538
– –
-116
539
$0 ﹤0.01%
1
540
– –
-3,067
541
– –
-86
542
– –
-31
543
– –
0
544
– –
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545
– –
-60
546
– –
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547
– –
-39,447
548
– –
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549
– –
-14
550
– –
-3
20 21
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