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
$455M
AUM Growth
+$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$4.45M
3
+$4.41M
4
UNH icon
UnitedHealth
UNH
+$4.01M
5
TTD icon
Trade Desk
TTD
+$2.7M

Top Sells

1
+$7.62M
2
+$5.01M
3
+$4.21M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$3.75M
5
IYH icon
iShares US Healthcare ETF
IYH
+$2.86M

Sector Composition

1 Technology 8.55%
2 Healthcare 8.36%
3 Consumer Discretionary 2.53%
4 Consumer Staples 2%
5 Industrials 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.15M 0.47%
+6,461
52
$2.04M 0.45%
+8,024
53
$2.02M 0.44%
+25,723
54
$1.98M 0.44%
+11,722
55
$1.95M 0.43%
+5,634
56
$1.95M 0.43%
19,877
-57
57
$1.71M 0.38%
+22,298
58
$1.71M 0.38%
39,259
59
$1.71M 0.38%
33,654
-1,027
60
$1.7M 0.37%
+6,249
61
$1.68M 0.37%
12,256
-53
62
$1.56M 0.34%
+10,166
63
$1.46M 0.32%
+28,349
64
$1.38M 0.3%
16,368
+237
65
$1.33M 0.29%
34,901
-223
66
$1.29M 0.28%
18,260
+62
67
$1.26M 0.28%
2,599
-644
68
$1.24M 0.27%
26,208
-2,720
69
$1.15M 0.25%
+20,209
70
$1.12M 0.25%
19,393
-32
71
$1.11M 0.24%
11,494
+369
72
$1.06M 0.23%
+26,270
73
$1.06M 0.23%
17,380
+5,060
74
$974K 0.21%
3,353
+882
75
$913K 0.2%
22,494
-2,523
1 2
3
4 5