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
$301M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
651
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$14.6M
3
+$14.3M
4
INMD icon
InMode
INMD
+$2.25M
5
ASTH icon
Astrana Health
ASTH
+$1.82M

Top Sells

1
+$13.2M
2
+$8.54M
3
+$6.85M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$5.37M
5
HUBS icon
HubSpot
HUBS
+$2.97M

Sector Composition

1 Healthcare 8.46%
2 Consumer Staples 4.69%
3 Energy 2.78%
4 Utilities 2.27%
5 Financials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$168K 0.06%
830
+60
152
$161K 0.05%
281
+113
153
$159K 0.05%
874
+24
154
$158K 0.05%
3,874
+151
155
$155K 0.05%
4,767
-253
156
$149K 0.05%
1,120
+1,040
157
$147K 0.05%
4,694
-1,026
158
$145K 0.05%
866
159
$140K 0.05%
1,431
160
$138K 0.05%
407
+297
161
$134K 0.04%
1,263
162
$131K 0.04%
589
+74
163
$121K 0.04%
145
164
$119K 0.04%
346
-5
165
$119K 0.04%
1,119
-70
166
$119K 0.04%
1,082
+105
167
$113K 0.04%
809
-6
168
$112K 0.04%
2,638
169
$111K 0.04%
1,641
170
$110K 0.04%
10,000
171
$107K 0.04%
+3,624
172
$100K 0.03%
624
173
$100K 0.03%
+150
174
$87K 0.03%
1,259
175
$87K 0.03%
1,248
5 6
7
8 9