BELL & BROWN WEALTH ADVISORS, LLC
BELL & BROWN WEALTH ADVISORS, LLC runs BELL & BROWN WEALTH ADVISORS, LLC and currently holds 68 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $308.29M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. BELL & BROWN WEALTH ADVISORS, LLC ranks #843 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, BELL & BROWN WEALTH ADVISORS, LLC's portfolio at BELL & BROWN WEALTH ADVISORS, LLC has delivered returns of +21.89%. Their 3-year annualized return is +49.87%. Looking at the 5-year horizon, BELL & BROWN WEALTH ADVISORS, LLC has achieved +55.98% annualized returns at BELL & BROWN WEALTH ADVISORS, LLC.
Portfolio Value
$308.29M
Alpha Score
41.6
#843 of 1000
Holdings
68
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
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