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
$290M
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$4.72M
3
+$3.91M
4
BBWI icon
Bath & Body Works
BBWI
+$2.42M
5
HUBS icon
HubSpot
HUBS
+$2.19M

Top Sells

1
+$3.77M
2
+$3.14M
3
+$2.92M
4
ETSY icon
Etsy
ETSY
+$2.4M
5
AMAT icon
Applied Materials
AMAT
+$1.24M

Sector Composition

1 Technology 5.19%
2 Financials 4.45%
3 Industrials 3.83%
4 Healthcare 3.71%
5 Consumer Discretionary 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$58K 0.02%
+1,880
177
$58K 0.02%
1,026
-89
178
$57K 0.02%
+1,444
179
$57K 0.02%
573
180
$51K 0.02%
4,886
181
$51K 0.02%
350
182
$51K 0.02%
275
-25
183
$49K 0.02%
792
184
$49K 0.02%
213
185
$49K 0.02%
261
186
$45K 0.02%
1,215
+80
187
$42K 0.01%
225
188
$42K 0.01%
800
189
$40K 0.01%
1,200
190
$40K 0.01%
1,184
-395
191
$39K 0.01%
787
192
$39K 0.01%
99
193
$38K 0.01%
640
+115
194
$38K 0.01%
847
+567
195
$38K 0.01%
110
-25
196
$36K 0.01%
+600
197
$34K 0.01%
223
-142
198
$33K 0.01%
528
199
$32K 0.01%
240
200
$32K 0.01%
719
6 7
8
9 10