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
76
$903K 0.2%
24,080
77
$887K 0.19%
+14,963
78
$857K 0.19%
4,997
-152
79
$826K 0.18%
21,022
80
$801K 0.18%
+13,642
81
$789K 0.17%
13,941
+112
82
$771K 0.17%
18,831
83
$748K 0.16%
23,037
-85,080
84
$699K 0.15%
13,696
+36
85
$643K 0.14%
1,850
-20
86
$629K 0.14%
5,972
+201
87
$613K 0.13%
32,124
88
$600K 0.13%
4,523
+2,288
89
$526K 0.12%
9,773
+25
90
$515K 0.11%
4,673
+68
91
$507K 0.11%
2,808
-128
92
$490K 0.11%
938
+43
93
$472K 0.1%
11,334
-2,862
94
$460K 0.1%
10,087
95
$429K 0.09%
892
96
$422K 0.09%
10,786
-615
97
$399K 0.09%
2,643
-266
98
$386K 0.08%
11,076
99
$364K 0.08%
4,558
-87
100
$360K 0.08%
9,871
-29
2 3
4
5 6