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
101
$88K 0.23%
1,132
-1,669
102
$88K 0.23%
3,716
+240
103
$87K 0.23%
7,451
-1,912
104
$87K 0.23%
781
-2,252
105
$86K 0.23%
5,982
106
$79K 0.21%
597
-3,228
107
$78K 0.21%
1,760
-6,480
108
$78K 0.21%
2,652
-93
109
$75K 0.2%
1,743
-982
110
$72K 0.19%
663
111
$72K 0.19%
1,130
+117
112
$70K 0.18%
744
-661
113
$68K 0.18%
658
-29
114
$67K 0.18%
3,764
+120
115
$67K 0.18%
740
-1,377
116
$67K 0.18%
1,004
+88
117
$67K 0.18%
2,529
-1,755
118
$66K 0.17%
530
+65
119
$65K 0.17%
1,468
-71
120
$64K 0.17%
528
-514
121
$63K 0.17%
4,350
+100
122
$63K 0.17%
802
-71
123
$62K 0.16%
681
-1,187
124
$62K 0.16%
1,207
-2,290
125
$61K 0.16%
398
-14
3 4
5
6 7