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
$365M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$51M
2
+$11.9M
3
+$10.4M
4
MTD icon
Mettler-Toledo International
MTD
+$4.28M
5
NVDA icon
NVIDIA
NVDA
+$4.23M

Top Sells

1
+$33.7M
2
+$11.8M
3
+$8.19M
4
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$3.88M
5
WBA
Walgreens Boots Alliance
WBA
+$3.64M

Sector Composition

1 Healthcare 11.25%
2 Technology 7.91%
3 Industrials 3.52%
4 Financials 1.55%
5 Utilities 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$62.2K 0.02%
341
+1
177
$61.4K 0.02%
655
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178
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1,244
179
$59.6K 0.02%
213
-3
180
$59.4K 0.02%
804
181
$59.2K 0.02%
163
-2,472
182
$58.3K 0.02%
281
+161
183
$56.9K 0.02%
670
+19
184
$56.8K 0.02%
1,880
185
$56K 0.02%
338
186
$55K 0.02%
1,712
-333
187
$54K 0.01%
776
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188
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576
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189
$53.7K 0.01%
1,206
190
$52.7K 0.01%
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191
$50.2K 0.01%
1,559
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193
$48.9K 0.01%
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194
$48.7K 0.01%
468
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195
$46.7K 0.01%
617
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196
$46K 0.01%
400
197
$45.8K 0.01%
275
198
$45.2K 0.01%
1,437
+10
199
$44.7K 0.01%
884
-121
200
$42K 0.01%
2,618
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