BA

Bellwether Advisors Portfolio holdings

AUM $605M
1-Year Est. Return 29.6%
This Quarter Est. Return
1 Year Est. Return
+29.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$367M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$25.7M
2 +$14.2M
3 +$14M
4
IYK icon
iShares US Consumer Staples ETF
IYK
+$12.5M
5
IYE icon
iShares US Energy ETF
IYE
+$9.17M

Sector Composition

1 Technology 7.21%
2 Financials 4.72%
3 Industrials 2.49%
4 Communication Services 2.19%
5 Healthcare 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-434,910