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
$227M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$32.3M
2
+$11.2M
3
+$8.51M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$8.18M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.86M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 4.43%
2 Financials 3.59%
3 Industrials 3.41%
4 Technology 2.93%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$37K 0.02%
+400
177
$37K 0.02%
+225
178
$36K 0.02%
+135
179
$34K 0.02%
+800
180
$32K 0.01%
+792
181
$30K 0.01%
+4,886
182
$30K 0.01%
+1,025
183
$30K 0.01%
+528
184
$29K 0.01%
+96
185
$28K 0.01%
+240
186
$27K 0.01%
+580
187
$26K 0.01%
+525
188
$25K 0.01%
+847
189
$25K 0.01%
+400
190
$25K 0.01%
+466
191
$24K 0.01%
+716
192
$23K 0.01%
+128
193
$23K 0.01%
+184
194
$23K 0.01%
+2,175
195
$22K 0.01%
+787
196
$22K 0.01%
+1,200
197
$22K 0.01%
+525
198
$20K 0.01%
+106
199
$19K 0.01%
+750
200
$19K 0.01%
+139
6 7
8
9 10