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
101
$508K 0.17%
9,197
+9,174
102
$507K 0.17%
+17,197
103
$504K 0.17%
11,401
104
$495K 0.16%
+3,852
105
$477K 0.16%
+1,592
106
$467K 0.16%
+3,494
107
$467K 0.16%
3,129
-88,213
108
$463K 0.15%
21,412
+20,812
109
$457K 0.15%
+5,830
110
$455K 0.15%
+2,693
111
$454K 0.15%
11,076
+580
112
$437K 0.15%
+5,384
113
$436K 0.15%
+6,904
114
$430K 0.14%
+5,314
115
$429K 0.14%
3,036
+738
116
$428K 0.14%
+8,636
117
$426K 0.14%
3,269
-177
118
$423K 0.14%
+5,174
119
$421K 0.14%
3,660
120
$407K 0.14%
1,837
121
$397K 0.13%
1,007
122
$378K 0.13%
3,623
-99
123
$377K 0.13%
1,350
124
$369K 0.12%
10,735
-224
125
$342K 0.11%
8,009
+54
3 4
5
6 7