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
$407M
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$7.83M
3
+$7.62M
4
MCK icon
McKesson
MCK
+$6.96M
5
AVGO icon
Broadcom
AVGO
+$6.62M

Top Sells

1
+$12.4M
2
+$6.26M
3
+$5.87M
4
DDOG icon
Datadog
DDOG
+$5.47M
5
SNAP icon
Snap
SNAP
+$5.36M

Sector Composition

1 Healthcare 10.04%
2 Technology 8.02%
3 Consumer Discretionary 2.25%
4 Industrials 1.63%
5 Financials 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-13,750
127
– –
-23,505
128
– –
-79,335
129
– –
-5,277
130
– –
-3,971
131
– –
-7,466
132
– –
-91,999
133
– –
-25,417
134
– –
-601,814
135
– –
-442
136
– –
-6,959
2 3 4 5
6