Blue Bell Private Wealth Management LLC

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Assets, Funds, Holdings

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Blue Bell Private Wealth Management LLC
CRD #134184
SEC #801-64005
CIK #0001352860
AUM$404.1 MM
Employees9
Phone610-825-3540
AddressBlue Bell Executive Campus 470 Norristown Road, Suite 305
Blue Bell, PA 19422-2322
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
SPY 38.8
GAM 837.7 22.3
ADX 1,420.0 18.5
TY 1,410.0 15.9
SCHX 14.0
SCHB 10.6
USA 1,190.0 9.4
RVT 1,180.0 5.6
SPE 112.6 4.0
IWM 3.8
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Holdings by Sector ($BB)