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
$477M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$9.14M
3
+$7.67M
4
GLD icon
SPDR Gold Trust
GLD
+$7.6M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$6.44M

Top Sells

1
+$11.6M
2
+$7.33M
3
+$5.21M
4
MCK icon
McKesson
MCK
+$4.8M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$4.3M

Sector Composition

1 Technology 13.45%
2 Industrials 5.01%
3 Healthcare 3.75%
4 Financials 1.33%
5 Consumer Discretionary 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.21M 0.46%
33,390
+7,667
52
$2.18M 0.46%
21,000
53
$2.16M 0.45%
+2,399
54
$2.06M 0.43%
+14,184
55
$1.98M 0.42%
+28,185
56
$1.9M 0.4%
10,852
-8,304
57
$1.77M 0.37%
18,248
-1,629
58
$1.77M 0.37%
39,259
59
$1.67M 0.35%
12,156
-100
60
$1.61M 0.34%
3,165
-4,941
61
$1.59M 0.33%
31,641
-2,013
62
$1.57M 0.33%
16,979
+611
63
$1.43M 0.3%
+5,202
64
$1.43M 0.3%
+45,550
65
$1.29M 0.27%
+2,789
66
$1.25M 0.26%
26,317
+109
67
$1.2M 0.25%
17,253
-1,007
68
$1.1M 0.23%
19,393
69
$972K 0.2%
20,209
70
$938K 0.2%
22,386
-108
71
$897K 0.19%
26,270
72
$897K 0.19%
23,076
-11,825
73
$855K 0.18%
21,022
74
$818K 0.17%
14,298
+357
75
$795K 0.17%
20,753
-3,327
1 2
3
4 5