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
$187M
AUM Growth
-$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$2.03M
2 +$1.37M
3 +$1.21M
4
OXY icon
Occidental Petroleum
OXY
+$930K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$778K

Top Sells

1 +$6.98M
2 +$1.08M
3 +$523K
4
AAPL icon
Apple
AAPL
+$338K
5
XOM icon
Exxon Mobil
XOM
+$336K

Sector Composition

1 Consumer Discretionary 15.51%
2 Energy 15%
3 Technology 14.82%
4 Financials 11.03%
5 Healthcare 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-30,100
77
-478
78
-1,000
79
-3,492