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
201
$32K 0.01%
+1,000
202
$31K 0.01%
89
-35
203
$30K 0.01%
580
204
$28K 0.01%
+3,067
205
$27K 0.01%
184
206
$27K 0.01%
573
+254
207
$26K 0.01%
+1,900
208
$25K 0.01%
466
209
$24K 0.01%
+462
210
$24K 0.01%
750
211
$24K 0.01%
106
212
$24K 0.01%
525
213
$23K 0.01%
400
214
$23K 0.01%
+100
215
$23K 0.01%
271
216
$22K 0.01%
331
+288
217
$22K 0.01%
+918
218
$22K 0.01%
63
-22
219
$22K 0.01%
128
220
$21K 0.01%
139
221
$20K 0.01%
1,056
222
$20K 0.01%
318
-20
223
$20K 0.01%
64
224
$19K 0.01%
189
225
$19K 0.01%
+1,294
7 8
9
10 11