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
176
$40K 0.11%
171
-50
177
$40K 0.11%
838
-9
178
$40K 0.11%
582
+72
179
$40K 0.11%
479
180
$40K 0.11%
322
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181
$39K 0.1%
1,258
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182
$39K 0.1%
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$39K 0.1%
530
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184
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185
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938
186
$38K 0.1%
227
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187
$38K 0.1%
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188
$38K 0.1%
421
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189
$37K 0.1%
456
190
$37K 0.1%
1,233
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191
$37K 0.1%
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192
$37K 0.1%
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193
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194
$36K 0.09%
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195
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196
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197
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198
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199
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1,548
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200
$35K 0.09%
443
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