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
$407M
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$7.83M
3
+$7.62M
4
MCK icon
McKesson
MCK
+$6.96M
5
AVGO icon
Broadcom
AVGO
+$6.62M

Top Sells

1
+$12.4M
2
+$6.26M
3
+$5.87M
4
DDOG icon
Datadog
DDOG
+$5.47M
5
SNAP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$678K 0.17%
+7,802
77
$659K 0.16%
+37,337
78
$657K 0.16%
+5,621
79
$645K 0.16%
+22,579
80
$642K 0.16%
32,124
-1,487
81
$624K 0.15%
+5,749
82
$600K 0.15%
+1,232
83
$583K 0.14%
1,870
-1,845
84
$579K 0.14%
5,771
-143
85
$562K 0.14%
14,196
-895
86
$522K 0.13%
13,672
-13,595
87
$483K 0.12%
11,401
88
$481K 0.12%
+5,967
89
$471K 0.12%
9,748
-84
90
$469K 0.12%
4,605
-173
91
$465K 0.11%
10,087
-376
92
$446K 0.11%
2,936
+66
93
$426K 0.1%
895
+18
94
$406K 0.1%
2,909
-1,040
95
$390K 0.1%
16,927
-469
96
$390K 0.1%
892
-4
97
$356K 0.09%
11,076
98
$350K 0.09%
4,645
-56
99
$346K 0.09%
9,900
-218
100
$321K 0.08%
2,972
+1
2 3
4
5 6