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
$477M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$9.14M
3
+$7.67M
4
GLD icon
SPDR Gold Trust
GLD
+$7.6M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$6.44M

Top Sells

1
+$11.6M
2
+$7.33M
3
+$5.21M
4
MCK icon
McKesson
MCK
+$4.8M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$4.3M

Sector Composition

1 Technology 13.45%
2 Industrials 5.01%
3 Healthcare 3.75%
4 Financials 1.33%
5 Consumer Discretionary 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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140
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