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
$521M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$11.6M
3
+$6.88M
4
CME icon
CME Group
CME
+$6.53M
5
MSCI icon
MSCI
MSCI
+$6.44M

Top Sells

1
+$13.6M
2
+$7.6M
3
+$6.68M
4
IYH icon
iShares US Healthcare ETF
IYH
+$6.61M
5
IYE icon
iShares US Energy ETF
IYE
+$5.41M

Sector Composition

1 Technology 13.81%
2 Financials 7.73%
3 Industrials 3.14%
4 Consumer Staples 1.91%
5 Consumer Discretionary 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.8M 0.35%
38,699
-560
52
$1.77M 0.34%
12,156
53
$1.67M 0.32%
17,420
+441
54
$1.66M 0.32%
+31,865
55
$1.66M 0.32%
+10,184
56
$1.65M 0.32%
31,433
-208
57
$1.63M 0.31%
+33,042
58
$1.56M 0.3%
+18,919
59
$1.33M 0.26%
+31,799
60
$1.32M 0.25%
17,175
-78
61
$1.3M 0.25%
26,635
+318
62
$1.28M 0.25%
15,907
+4,344
63
$1.17M 0.22%
+1,650
64
$1.15M 0.22%
19,393
65
$1.14M 0.22%
+40,959
66
$949K 0.18%
26,270
67
$934K 0.18%
23,083
+7
68
$912K 0.18%
18,051
-2,158
69
$905K 0.17%
14,437
+139
70
$834K 0.16%
+8,367
71
$791K 0.15%
18,831
72
$770K 0.15%
17,868
-4,518
73
$747K 0.14%
19,180
-1,573
74
$743K 0.14%
21,072
75
$710K 0.14%
6,202
-56
1 2
3
4 5