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BBPWM

Blue Bell Private Wealth Management Portfolio holdings

AUM $696M
1-Year Est. Return 17.73%
This Fund
S&P 500
This Quarter Est. Return
+13.68%
1 Year Est. Return
+17.73%
3 Year Est. Return
+53.26%
5 Year Est. Return
+49.95%
10 Year Est. Return
+151.43%
AUM
$214M
AUM Growth
+$24.1M
Cap. Flow
-$1.59M
Cap. Flow %
-0.74%
Top 10 Hldgs %
71.3%
Holding
217
New
4
Increased
29
Reduced
74
Closed
19
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$43M 20.1%
152,289
+1,177
+0.8% +$320K
GAM
2
General American Investors Company
GAM
$1.54B
$23.7M 11.08%
711,838
+15,124
+2% +$479K
SCHX icon
3
Schwab US Large- Cap ETF
SCHX
$70.9B
$18.8M 8.77%
1,664,868
+27,516
+2% +$298K
ADX icon
4
Adams Diversified Equity Fund
ADX
$3.17B
$16.6M 7.74%
1,147,276
-8,993
-0.8% -$124K
TY icon
5
TRI-Continental Corp
TY
$1.86B
$14.8M 6.9%
561,309
-18,628
-3% -$478K
SCHB icon
6
Schwab US Broad Market ETF
SCHB
$42.8B
$11M 5.15%
972,426
-45,360
-4% -$495K
USA icon
7
Liberty All-Star Equity Fund
USA
$1.75B
$7.63M 3.57%
1,249,402
-48,959
-4% -$289K
RSP icon
8
Invesco S&P 500 Equal Weight ETF
RSP
$96.1B
$6.18M 2.89%
59,138
-1,871
-3% -$189K
RVT icon
9
Royce Value Trust
RVT
$2.21B
$5.54M 2.59%
402,473
-4,857
-1% -$65.9K
DIA icon
10
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
$5.41M 2.53%
20,868
-857
-4% -$216K
DNI
11
DELISTED
Dividend and Income Fund
DNI
$5.23M 2.44%
460,382
-17,395
-4% -$193K
IWM icon
12
iShares Russell 2000 ETF
IWM
$80.9B
$4.16M 1.94%
27,181
+3,221
+13% +$484K
SPE
13
Special Opportunities Fund
SPE
$140M
$3.76M 1.75%
292,540
+19,829
+7% +$246K
SCHA icon
14
Schwab U.S Small- Cap ETF
SCHA
$22.5B
$3.25M 1.52%
185,876
+4,344
+2% +$74.3K
SCHV
15
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$2.97M 1.39%
162,792
+2,052
+1% +$36.4K
IVV icon
16
iShares Core S&P 500 ETF
IVV
$876B
$2.96M 1.38%
10,399
+70
+0.7% +$19.1K
SCHM icon
17
Schwab US Mid-Cap ETF
SCHM
$14.6B
$2.81M 1.31%
152,211
+2,799
+2% +$50K
SPE.PRB
18
DELISTED
Special Opportunities Fund, Inc. 3.50% Convertible Preferred Stock, Series B
SPE.PRB
$2.12M 0.99%
84,584
-2,544
-3% -$63.7K
VTI icon
19
Vanguard Total Stock Market ETF
VTI
$654B
$2.11M 0.99%
14,580
-469
-3% -$65.4K
AOD
20
abrdn Total Dynamic Dividend Fund
AOD
$1.1B
$2.04M 0.95%
247,593
-12,148
-5% -$98.7K
NFJ
21
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.41B
$1.58M 0.74%
131,349
+18,217
+16% +$216K
SCHG icon
22
Schwab US Large-Cap Growth ETF
SCHG
$58.5B
$1.38M 0.65%
139,184
-152
-0.1% -$1.44K
QQQ icon
23
Invesco QQQ Trust
QQQ
$455B
$1.33M 0.62%
7,386
-299
-4% -$50.7K
VOO icon
24
Vanguard S&P 500 ETF
VOO
$968B
$1.25M 0.58%
4,812
-230
-5% -$57.5K
GGZ
25
Gabelli Global Small and Mid-Cap Value Trust
GGZ
$121M
$1.24M 0.58%
105,295
-9,880
-9% -$112K

Similar funds

Blue Bell Private Wealth Management's Q1 2019 Portfolio in Review

As of Q1 2019, Blue Bell Private Wealth Management held 217 positions worth $214M, up 13% from $190M the previous quarter. Its ten largest holdings account for 71% of the portfolio.

Blue Bell Private Wealth Management's Q1 2019 filing shows 4 new, 29 increased, 74 reduced and 19 closed positions. Its largest new stake was Eaton Vance Tax-Managed Diversified Equity Income Fund: 25,128 shares worth $284K. The largest sale was Schwab US Broad Market ETF, an estimated $495K.

By sector, the portfolio is most concentrated in Financials at 7.4% of assets, down from 7.8% a quarter earlier, followed by Industrials and Real Estate.

  • Blue Bell Private Wealth Management's largest Q1 2019 buy was Eaton Vance Tax-Managed Diversified Equity Income Fund: 25,128 shares worth $284K.
  • Blue Bell Private Wealth Management added most to iShares Russell 2000 ETF in Q1 2019, an estimated $484K increase.
  • Blue Bell Private Wealth Management's biggest Q1 2019 reduction was Schwab US Broad Market ETF, cutting an estimated $495K.
  • Blue Bell Private Wealth Management fully exited Nuveen Dow 30SM Dynamic Overwrite Fund in Q1 2019, selling an estimated $143K.
  • Blue Bell Private Wealth Management's ten largest holdings make up 71% of its $214M portfolio in Q1 2019.
  • Blue Bell Private Wealth Management opened 4 new positions and closed 19 in Q1 2019.
  • Blue Bell Private Wealth Management's portfolio value rose 13% quarter-over-quarter to $214M.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2019, filed 23 Apr 2019.