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
$521M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$11.6M
3
+$6.88M
4
CME icon
CME Group
CME
+$6.53M
5
MSCI icon
MSCI
MSCI
+$6.44M

Top Sells

1
+$13.6M
2
+$7.6M
3
+$6.68M
4
IYH icon
iShares US Healthcare ETF
IYH
+$6.61M
5
IYE icon
iShares US Energy ETF
IYE
+$5.41M

Sector Composition

1 Technology 13.81%
2 Financials 7.73%
3 Industrials 3.14%
4 Consumer Staples 1.91%
5 Consumer Discretionary 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
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