BBWA
Bell & Brown Wealth Advisors Portfolio holdings
AUM
$280M
This Quarter Return
+5.87%
1 Year Return
+24.14%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$101M
AUM Growth
+$101M
(+6.6%)
Cap. Flow
+$2.09M
Cap. Flow
% of AUM
2.07%
Top 10 Holdings %
Top 10 Hldgs %
30.47%
Holding
90
New
5
Increased
57
Reduced
14
Closed
8
Top Buys
| 1 |
Wells Fargo
WFC
|
$1.13M |
| 2 |
3M
MMM
|
$1.09M |
| 3 |
Kimberly-Clark
KMB
|
$741K |
| 4 |
Procter & Gamble
PG
|
$542K |
| 5 |
Invesco QQQ Trust
QQQ
|
$342K |
Top Sells
| 1 |
CS
Credit Suisse Group
CS
|
$1.01M |
| 2 |
Advance Auto Parts
AAP
|
$849K |
| 3 |
ZMLP
Direxion Zacks MLP High Income Index Shares
ZMLP
|
$816K |
| 4 |
Barclays
BCS
|
$776K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$738K |
Sector Composition
| 1 | Consumer Discretionary | 16.77% |
| 2 | Financials | 14.33% |
| 3 | Technology | 13.26% |
| 4 | Healthcare | 12.75% |
| 5 | Industrials | 12.13% |
