BA
Bellwether Advisors Portfolio holdings
AUM
$605M
1-Year Est. Return
29.6%
1 Year Est. Return
+29.6%
AUM
$605M
AUM Growth
+$19.4M
(+3.3%)
Holding
607
Top Buys
| 1 | +$22.8M | |
| 2 | +$3.63M | |
| 3 | +$3.43M | |
| 4 |
State Street Industrial Select Sector SPDR ETF
XLI
|
+$3.04M |
| 5 |
Netflix
NFLX
|
+$2.71M |
Top Sells
| 1 | +$21.5M | |
| 2 | +$16.5M | |
| 3 | +$8.2M | |
| 4 |
Coupang
CPNG
|
+$4.85M |
| 5 |
Carvana
CVNA
|
+$4.52M |
Sector Composition
| 1 | Technology | 8.96% |
| 2 | Industrials | 7.13% |
| 3 | Communication Services | 6.87% |
| 4 | Consumer Discretionary | 4.28% |
| 5 | Financials | 3.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
601
Best Buy
BBY
$14.3B
| – | – |
-224
|
|
||
602
Bright Horizons
BFAM
$5.49B
| – | – |
-130
|
|
||
603
Brown-Forman Class B
BF.B
$12.7B
| – | – |
-1
|
|
||
604
Innovator Laddered Allocation Buffer ETF
BUFB
$226M
| – | – |
-3,396
|
|
||
605
Citigroup
C
$210B
| – | – |
-1,019
|
|
||
606
CAE Inc
CAE
$10.7B
| – | – |
-93
|
|
||
607
Cisco
CSCO
$297B
| – | – |
-1,357
|
|