BA

Bellwether Advisors Portfolio holdings

AUM $627M
1-Year Est. Return 27.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$455M
AUM Growth
+$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$4.32M
3
+$4.25M
4
UNH icon
UnitedHealth
UNH
+$4.12M
5
TTD icon
Trade Desk
TTD
+$2.34M

Top Sells

1
+$7.62M
2
+$4.68M
3
+$3.79M
4
NVDA icon
NVIDIA
NVDA
+$3.38M
5
IYH icon
iShares US Healthcare ETF
IYH
+$2.78M

Sector Composition

1 Technology 8.55%
2 Healthcare 8.36%
3 Consumer Discretionary 2.53%
4 Consumer Staples 2%
5 Industrials 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-25,507
127
– –
-2,652
128
– –
-7,802
129
– –
-3,648
130
– –
-5,621
131
– –
-25,440
2 3 4 5
6