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
$477M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$9.14M
3
+$7.67M
4
GLD icon
SPDR Gold Trust
GLD
+$7.6M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$6.44M

Top Sells

1
+$11.6M
2
+$7.33M
3
+$5.21M
4
MCK icon
McKesson
MCK
+$4.8M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$4.3M

Sector Composition

1 Technology 13.45%
2 Industrials 5.01%
3 Healthcare 3.75%
4 Financials 1.33%
5 Consumer Discretionary 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$783K 0.16%
+11,563
77
$780K 0.16%
18,831
78
$746K 0.16%
2,265
-3,732
79
$719K 0.15%
21,072
-1,965
80
$715K 0.15%
13,991
+295
81
$657K 0.14%
3,402
+594
82
$655K 0.14%
6,258
+286
83
$622K 0.13%
31,549
-575
84
$576K 0.12%
1,059
+121
85
$560K 0.12%
4,978
+305
86
$552K 0.12%
1,849
-1
87
$551K 0.12%
9,890
+117
88
$510K 0.11%
+26,708
89
$489K 0.1%
11,334
90
$477K 0.1%
2,618
-25
91
$418K 0.09%
9,253
-834
92
$386K 0.08%
10,786
93
$384K 0.08%
1,115
-7,055
94
$369K 0.08%
9,871
95
$360K 0.08%
8,396
96
$348K 0.07%
696
-196
97
$338K 0.07%
4,318
-240
98
$338K 0.07%
11,076
99
$333K 0.07%
14,765
-541
100
$302K 0.06%
1,333
+142
2 3
4
5 6