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
201
$41.4K 0.01%
+500
202
$39.3K 0.01%
493
203
$39.1K 0.01%
1,728
204
$39.1K 0.01%
1,030
-11
205
$37.4K 0.01%
1,270
206
$36.3K 0.01%
750
-146
207
$36.1K 0.01%
326
208
$36K 0.01%
78
209
$35.8K 0.01%
915
210
$35.7K 0.01%
1,184
211
$34K 0.01%
413
-111
212
$33.4K 0.01%
329
213
$33.2K 0.01%
3,890
214
$32.9K 0.01%
845
215
$31.6K 0.01%
89
216
$31.1K 0.01%
251
-185
217
$29.4K 0.01%
450
218
$29.3K 0.01%
1,203
219
$28.2K 0.01%
133
+22
220
$28.1K 0.01%
787
221
$28K 0.01%
184
222
$27.8K 0.01%
115
+19
223
$27.4K 0.01%
115
-2,334
224
$27.4K 0.01%
289
-30
225
$27K 0.01%
500
-1,344
7 8
9
10 11