BA
Bellwether Advisors Portfolio holdings
AUM
$585M
This Quarter Return
+8.89%
1 Year Return
+25.88%
3 Year Return
+83.75%
5 Year Return
–
10 Year Return
–
AUM
$455M
AUM Growth
+$455M
(+12%)
Cap. Flow
+$52.6M
Cap. Flow
% of AUM
11.56%
Top 10 Holdings %
Top 10 Hldgs %
49.84%
Holding
131
New
18
Increased
39
Reduced
44
Closed
13
Top Buys
| 1 |
ON Semiconductor
ON
|
$4.87M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$4.45M |
| 3 |
iShares US Consumer Staples ETF
IYK
|
$4.41M |
| 4 |
UnitedHealth
UNH
|
$4.01M |
| 5 |
Trade Desk
TTD
|
$2.7M |
Top Sells
| 1 |
Cigna
CI
|
$7.62M |
| 2 |
West Pharmaceutical
WST
|
$5.01M |
| 3 |
NVIDIA
NVDA
|
$4.21M |
| 4 |
Vertex Pharmaceuticals
VRTX
|
$3.75M |
| 5 |
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% |
