BIG

Bellwether Investment Group Portfolio holdings

AUM $24.9M
1-Year Est. Return 22.06%
This Quarter Est. Return
1 Year Est. Return
+22.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$37.9M
AUM Growth
-$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,056
New
Increased
Reduced
Closed

Top Buys

1
+$531K
2
+$511K
3
+$453K
4
FTAI icon
FTAI Aviation
FTAI
+$157K
5
DWIN
Invesco DWA Tactical Multi-Asset Income ETF
DWIN
+$138K

Top Sells

1
+$5.6M
2
+$4.9M
3
+$4.36M
4
WPC icon
W.P. Carey
WPC
+$3M
5
LAMR icon
Lamar Advertising Co
LAMR
+$2.45M

Sector Composition

1 Technology 12.9%
2 Healthcare 12.87%
3 Financials 9.47%
4 Consumer Discretionary 8.94%
5 Consumer Staples 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$29K 0.08%
389
-5,319
227
$29K 0.08%
228
+15
228
$29K 0.08%
459
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229
$29K 0.08%
8,000
230
$29K 0.08%
+3,615
231
$28K 0.07%
208
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$28K 0.07%
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233
$28K 0.07%
284
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$28K 0.07%
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431
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237
$28K 0.07%
397
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239
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242
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250
$26K 0.07%
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