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
126
$342K 0.11%
957
-168
127
$335K 0.11%
6,683
128
$320K 0.11%
9,468
+2
129
$307K 0.1%
2,796
-84
130
$299K 0.1%
7,978
-227,868
131
$289K 0.1%
2,008
132
$270K 0.09%
2,020
-60
133
$270K 0.09%
3,086
-200
134
$268K 0.09%
3,424
-309
135
$248K 0.08%
1,883
-43
136
$245K 0.08%
8,231
137
$244K 0.08%
1,360
-38,179
138
$241K 0.08%
+13,630
139
$234K 0.08%
900
+276
140
$231K 0.08%
2,221
-61
141
$222K 0.07%
861
-24
142
$222K 0.07%
1,135
-8
143
$221K 0.07%
6,116
+100
144
$212K 0.07%
3,541
+161
145
$210K 0.07%
6,416
146
$199K 0.07%
3,362
+736
147
$189K 0.06%
1,934
-54,984
148
$182K 0.06%
2,969
+1
149
$180K 0.06%
685
+47
150
$168K 0.06%
+6,525
4 5
6
7 8