BIG
Bellwether Investment Group Portfolio holdings
AUM
$24.9M
1-Year Return
22.06%
This Quarter Return
+2.81%
1 Year Return
+22.06%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$21.6M
AUM Growth
-$16.4M
(-43%)
Cap. Flow
-$16.7M
Cap. Flow
% of AUM
-77.44%
Top 10 Holdings %
Top 10 Hldgs %
30.96%
Holding
799
New
1
Increased
30
Reduced
20
Closed
737
Top Buys
| 1 |
Salesforce
CRM
|
$418K |
| 2 |
Hartford Financial Services
HIG
|
$332K |
| 3 |
Boeing
BA
|
$203K |
| 4 |
FFA
First Trust Enhanced Equity Income Fund
FFA
|
$173K |
| 5 |
Home Depot
HD
|
$80.2K |
Top Sells
| 1 |
Avnet
AVT
|
$243K |
| 2 |
Intel
INTC
|
$189K |
| 3 |
Kinder Morgan
KMI
|
$183K |
| 4 |
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% |
