BA
Bellwether Advisors Portfolio holdings
AUM
$585M
This Quarter Return
+11.04%
1 Year Return
+25.88%
3 Year Return
+83.75%
5 Year Return
–
10 Year Return
–
AUM
$407M
AUM Growth
+$407M
(+11%)
Cap. Flow
+$3.53M
Cap. Flow
% of AUM
0.87%
Top 10 Holdings %
Top 10 Hldgs %
49.11%
Holding
136
New
25
Increased
13
Reduced
58
Closed
23
Top Buys
| 1 |
iShares US Healthcare ETF
IYH
|
$7.86M |
| 2 |
Vertex Pharmaceuticals
VRTX
|
$7.83M |
| 3 |
Cigna
CI
|
$7.62M |
| 4 |
McKesson
MCK
|
$6.96M |
| 5 |
Broadcom
AVGO
|
$6.62M |
Top Sells
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$12.4M |
| 2 |
Micron Technology
MU
|
$6.26M |
| 3 |
Samsara
IOT
|
$5.87M |
| 4 |
Datadog
DDOG
|
$5.47M |
| 5 |
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% |
