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
$407M
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$7.83M
3
+$7.62M
4
MCK icon
McKesson
MCK
+$6.96M
5
AVGO icon
Broadcom
AVGO
+$6.62M

Top Sells

1
+$12.4M
2
+$6.26M
3
+$5.87M
4
DDOG icon
Datadog
DDOG
+$5.47M
5
SNAP icon
Snap
SNAP
+$5.36M

Sector Composition

1 Healthcare 10.04%
2 Technology 8.02%
3 Consumer Discretionary 2.25%
4 Industrials 1.63%
5 Financials 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.6M 0.39%
39,259
52
$1.58M 0.39%
13,043
-45,059
53
$1.52M 0.37%
41,385
54
$1.39M 0.34%
885
-658
55
$1.38M 0.34%
28,928
-5,671
56
$1.37M 0.34%
38,506
-12,498
57
$1.37M 0.34%
+73,761
58
$1.37M 0.34%
+2,652
59
$1.27M 0.31%
35,124
60
$1.26M 0.31%
18,198
-1,058
61
$1.21M 0.3%
16,131
-258
62
$1.15M 0.28%
3,243
+410
63
$1.07M 0.26%
19,425
64
$991K 0.24%
5,149
+25
65
$972K 0.24%
11,125
+3,320
66
$960K 0.24%
2,471
+868
67
$957K 0.24%
25,017
-25,072
68
$906K 0.22%
3,648
-5,628
69
$870K 0.21%
24,080
70
$833K 0.2%
25,507
-82,120
71
$771K 0.19%
21,022
-402
72
$769K 0.19%
13,829
-508
73
$723K 0.18%
+40,083
74
$696K 0.17%
18,831
75
$691K 0.17%
13,660
-342
1 2
3
4 5