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
701
– –
-325
702
– –
-1,760
703
– –
-128
704
– –
-409
705
– –
-338
706
– –
-65
707
– –
-85
708
– –
-3,764
709
– –
-197
710
– –
-658
711
– –
-150
712
– –
-299
713
– –
-39
714
– –
-6
715
– –
-208
716
– –
-343
717
– –
-1,070
718
– –
-36
719
– –
-4
720
– –
-5,310
721
– –
-185
722
– –
-245
723
– –
-100
724
– –
-802
725
– –
-38
27 28
29
30 31