We are live on ! Find out more
BIG

Bellwether Investment Group Portfolio holdings

AUM $24.9M
1-Year Est. Return 22.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$21.6M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$420K
2
+$313K
3
+$190K
4
FFA
First Trust Enhanced Equity Income Fund
FFA
+$174K
5
HD icon
Home Depot
HD
+$80.2K

Top Sells

1
+$243K
2
+$189K
3
+$183K
4
VZ icon
Verizon
VZ
+$181K
5
DWIN
Invesco DWA Tactical Multi-Asset Income ETF
DWIN
+$174K

Sector Composition

1 Healthcare 14.73%
2 Technology 14.33%
3 Consumer Staples 9.66%
4 Consumer Discretionary 9.5%
5 Financials 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
– –
-918
677
– –
-162
678
– –
-346
679
– –
-46
680
– –
-411
681
– –
-104
682
– –
-257
683
– –
-301
684
– –
-663
685
– –
-7
686
– –
-1,314
687
– –
-333
688
– –
-317
689
– –
-58
690
– –
-170
691
– –
-146
692
– –
-550
693
– –
-27
694
– –
-4,350
695
– –
-10
696
– –
-400
697
– –
-55
698
– –
-1,130
699
– –
-125
700
– –
-528
26 27
28
29 30