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
201
$19K 0.01%
+271
202
$18K 0.01%
+79
203
$18K 0.01%
+338
204
$17K 0.01%
+373
205
$17K 0.01%
+245
206
$16K 0.01%
+364
207
$16K 0.01%
+189
208
$14K 0.01%
+68
209
$14K 0.01%
+111
210
$14K 0.01%
+708
211
$14K 0.01%
+120
212
$13K 0.01%
+1,801
213
$13K 0.01%
+150
214
$13K 0.01%
+88
215
$13K 0.01%
+381
216
$13K 0.01%
+633
217
$12K 0.01%
+68
218
$12K 0.01%
+56
219
$12K 0.01%
+188
220
$12K 0.01%
+400
221
$12K 0.01%
+118
222
$12K 0.01%
+2,016
223
$12K 0.01%
+307
224
$12K 0.01%
+497
225
$12K 0.01%
+37
7 8
9
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