BBWA

Bell & Brown Wealth Advisors Portfolio holdings

AUM $280M
1-Year Est. Return 24.14%
This Quarter Est. Return
1 Year Est. Return
+24.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$14M
2 +$1.64M
3 +$1.35M
4
WFC icon
Wells Fargo
WFC
+$1.17M
5
SNAP icon
Snap
SNAP
+$1.08M

Top Sells

1 +$2.64M
2 +$1.58M
3 +$747K
4
XOM icon
Exxon Mobil
XOM
+$553K
5
BP icon
BP
BP
+$249K

Sector Composition

1 Technology 15.63%
2 Consumer Discretionary 14.71%
3 Energy 12.59%
4 Financials 11.94%
5 Communication Services 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,195
77
-26,112