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
$340M
AUM Growth
-$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$14M
3
+$12.5M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$11.9M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$8.37M

Top Sells

1
+$16M
2
+$10.4M
3
+$10M
4
MCK icon
McKesson
MCK
+$4.5M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$4.44M

Sector Composition

1 Healthcare 3.31%
2 Industrials 1.53%
3 Financials 1.48%
4 Technology 0.98%
5 Consumer Staples 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$870K 0.26%
4,484
+1,228
52
$819K 0.24%
+6,312
53
$815K 0.24%
24,365
-17,889
54
$805K 0.24%
14,642
-466
55
$707K 0.21%
13,912
+62
56
$691K 0.2%
20,069
-3,104
57
$666K 0.2%
18,831
58
$622K 0.18%
32,424
-740
59
$577K 0.17%
5,881
+64
60
$560K 0.16%
15,091
-312
61
$504K 0.15%
11,401
62
$489K 0.14%
1,840
63
$476K 0.14%
10,463
-809
64
$457K 0.13%
1,031
-146
65
$455K 0.13%
4,745
+69
66
$445K 0.13%
11,076
67
$433K 0.13%
3,621
+1,528
68
$432K 0.13%
18,844
-593
69
$430K 0.13%
9,655
-185
70
$380K 0.11%
1,325
+1,192
71
$363K 0.11%
892
72
$346K 0.1%
4,766
+290
73
$344K 0.1%
10,118
74
$342K 0.1%
2,971
+1
75
$311K 0.09%
2,388
+28
1 2
3
4 5