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
$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
Industrial Select Sector SPDR Fund
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
576
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-60
577
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-105,448
578
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-54,086
579
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-6,074
580
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-5,093
581
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0
582
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-66
583
$0 ﹤0.01%
3
584
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-6,334
585
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-10,076
586
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-50
587
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-3,576
588
$0 ﹤0.01%
3
589
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-18,570
590
$0 ﹤0.01%
23
591
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592
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594
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595
$0 ﹤0.01%
2
596
$0 ﹤0.01%
6
597
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-71
598
– –
-12,520
599
– –
-39,447
600
– –
-918
22 23
24
25 26