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
201
$57K 0.02%
820
-13,541
202
$57K 0.02%
1,026
203
$56K 0.02%
573
204
$55K 0.02%
700
-19,813
205
$52K 0.02%
261
206
$51K 0.02%
213
207
$49K 0.02%
800
208
$45K 0.02%
1,444
209
$44K 0.01%
99
210
$42K 0.01%
1,184
211
$41K 0.01%
400
-245
212
$41K 0.01%
1,125
-90
213
$41K 0.01%
225
214
$40K 0.01%
1,200
215
$40K 0.01%
466
+195
216
$37K 0.01%
1,497
+1,203
217
$36K 0.01%
223
218
$35K 0.01%
847
219
$33K 0.01%
719
220
$33K 0.01%
1,000
221
$32K 0.01%
624
+158
222
$32K 0.01%
95
+6
223
$32K 0.01%
528
224
$32K 0.01%
240
225
$31K 0.01%
787
7 8
9
10 11