BBWA

Bell & Brown Wealth Advisors Portfolio holdings

AUM $305M
1-Year Est. Return 30.65%
This Quarter Est. Return
1 Year Est. Return
+30.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$4.37M
3
+$2.71M
4
WFC icon
Wells Fargo
WFC
+$2.64M
5
JPM icon
JPMorgan Chase
JPM
+$2.58M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 16.21%
2 Financials 15.59%
3 Industrials 13.47%
4 Technology 13.47%
5 Healthcare 12.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$235K 0.24%
+16,800
77
$233K 0.24%
+1,184
78
$232K 0.24%
+1,490
79
$214K 0.22%
+5,661
80
$203K 0.21%
+2,162
81
$200K 0.21%
+748
82
$119K 0.12%
+10,000
83
$23K 0.02%
+929
1 2 3
4