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
176
$81K 0.03%
348
177
$81K 0.03%
539
+189
178
$80K 0.03%
1,453
179
$80K 0.03%
1,491
+343
180
$79K 0.03%
3,082
+654
181
$77K 0.03%
196
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182
$76K 0.03%
979
183
$75K 0.03%
872
+10
184
$73K 0.02%
1,737
-266
185
$72K 0.02%
1,453
-127
186
$71K 0.02%
565
187
$71K 0.02%
335
188
$71K 0.02%
1,221
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189
$68K 0.02%
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190
$68K 0.02%
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191
$67K 0.02%
237
192
$66K 0.02%
750
193
$64K 0.02%
760
194
$63K 0.02%
322
195
$59K 0.02%
306
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196
$58K 0.02%
+350
197
$58K 0.02%
1,880
198
$58K 0.02%
176
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199
$58K 0.02%
2,873
-462
200
$57K 0.02%
523
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