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
$301M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
651
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$14.6M
3
+$14.3M
4
INMD icon
InMode
INMD
+$2.25M
5
ASTH icon
Astrana Health
ASTH
+$1.82M

Top Sells

1
+$13.2M
2
+$8.54M
3
+$6.85M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$5.37M
5
HUBS icon
HubSpot
HUBS
+$2.97M

Sector Composition

1 Healthcare 8.46%
2 Consumer Staples 4.69%
3 Energy 2.78%
4 Utilities 2.27%
5 Financials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$677K 0.23%
3,371
-78
77
$660K 0.22%
4,020
+2,040
78
$635K 0.21%
+6,934
79
$627K 0.21%
+11,623
80
$619K 0.21%
2,198
+529
81
$618K 0.21%
13,535
82
$601K 0.2%
+41,853
83
$599K 0.2%
18,689
+1,153
84
$598K 0.2%
6,083
+4
85
$596K 0.2%
20,231
86
$590K 0.2%
5,462
87
$586K 0.2%
17,791
88
$584K 0.19%
11,694
89
$569K 0.19%
+2,764
90
$564K 0.19%
9,408
+8,768
91
$561K 0.19%
11,498
+11,424
92
$554K 0.18%
+11,963
93
$548K 0.18%
+18,866
94
$548K 0.18%
+23,690
95
$531K 0.18%
14,427
+14,106
96
$525K 0.17%
+29,383
97
$522K 0.17%
5,514
+5,484
98
$513K 0.17%
3,469
-105
99
$511K 0.17%
+3,022
100
$510K 0.17%
+8,767
2 3
4
5 6