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
201
$35K 0.09%
411
-7,029
202
$34K 0.09%
2,609
-21,682
203
$34K 0.09%
230
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204
$34K 0.09%
12
205
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892
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206
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701
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207
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208
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210
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211
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212
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136
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