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
401
$14K 0.04%
440
-17
402
$14K 0.04%
89
-4,831
403
$14K 0.04%
141
+60
404
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136
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405
$14K 0.04%
1,908
406
$14K 0.04%
170
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407
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408
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409
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410
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411
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121
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412
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97
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413
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414
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415
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117
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416
$13K 0.03%
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417
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421
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424
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425
$13K 0.03%
+215
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