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
51
$1.19M 0.4%
11,582
-592
52
$1.18M 0.39%
+39,390
53
$1.13M 0.38%
+28,710
54
$1.12M 0.37%
2,923
+2,823
55
$1.12M 0.37%
+19,315
56
$1.11M 0.37%
18,459
57
$1.09M 0.36%
+5,806
58
$1.09M 0.36%
12,830
+12,642
59
$1.08M 0.36%
+31,400
60
$1.08M 0.36%
2,514
-300
61
$1.07M 0.36%
+41,143
62
$1.05M 0.35%
+33,661
63
$1.03M 0.34%
+61,637
64
$1.02M 0.34%
+28,213
65
$1.02M 0.34%
+35,703
66
$959K 0.32%
23,731
+23,476
67
$954K 0.32%
9,521
-100
68
$945K 0.31%
+27,425
69
$943K 0.31%
17,268
70
$886K 0.29%
40,206
71
$790K 0.26%
20,942
72
$788K 0.26%
24,783
73
$750K 0.25%
24,029
74
$721K 0.24%
23,514
+2,084
75
$698K 0.23%
22,667
+2,240
1 2
3
4 5