BA
Bellwether Advisors Portfolio holdings
AUM
$585M
This Quarter Return
+2.73%
1 Year Return
+25.88%
3 Year Return
+83.75%
5 Year Return
–
10 Year Return
–
AUM
$477M
AUM Growth
+$477M
(+4.8%)
Cap. Flow
+$16.4M
Cap. Flow
% of AUM
3.44%
Top 10 Holdings %
Top 10 Hldgs %
50.22%
Holding
140
New
22
Increased
37
Reduced
37
Closed
21
Top Buys
| 1 |
iShares Gold Trust
IAU
|
$13.6M |
| 2 |
Microsoft
MSFT
|
$9.14M |
| 3 |
Industrial Select Sector SPDR Fund
XLI
|
$7.67M |
| 4 |
SPDR Gold Trust
GLD
|
$7.6M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$6.44M |
Top Sells
| 1 |
iShares US Healthcare ETF
IYH
|
$11.6M |
| 2 |
KLA
KLAC
|
$7.33M |
| 3 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$5.21M |
| 4 |
McKesson
MCK
|
$4.8M |
| 5 |
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% |
