BA
Bellwether Advisors Portfolio holdings
AUM
$585M
This Quarter Return
+6.29%
1 Year Return
+25.88%
3 Year Return
+83.75%
5 Year Return
–
10 Year Return
–
AUM
$521M
AUM Growth
+$521M
(+9.2%)
Cap. Flow
+$35.1M
Cap. Flow
% of AUM
6.74%
Top 10 Holdings %
Top 10 Hldgs %
51.48%
Holding
149
New
30
Increased
37
Reduced
36
Closed
24
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$22.2M |
| 2 |
Broadcom
AVGO
|
$14.1M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$11.6M |
| 4 |
Ameriprise Financial
AMP
|
$6.88M |
| 5 |
CME Group
CME
|
$6.53M |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
$13.6M |
| 2 |
SPDR Gold Trust
GLD
|
$7.6M |
| 3 |
Industrial Select Sector SPDR Fund
XLI
|
$6.68M |
| 4 |
iShares US Healthcare ETF
IYH
|
$6.61M |
| 5 |
iShares US Energy ETF
IYE
|
$5.41M |
Sector Composition
| 1 | Technology | 13.81% |
| 2 | Financials | 7.73% |
| 3 | Industrials | 3.14% |
| 4 | Consumer Staples | 1.91% |
| 5 | Consumer Discretionary | 1.78% |
