BHPW
Beverly Hills Private Wealth Portfolio holdings
AUM
$566M
1-Year Est. Return
20.43%
1 Year Est. Return
+20.43%
AUM
$566M
AUM Growth
+$33.3M
(+6.3%)
Holding
366
Top Buys
| 1 | +$4.48M | |
| 2 | +$2.79M | |
| 3 | +$1.27M | |
| 4 |
Elevance Health
ELV
|
+$1.23M |
| 5 |
Global X Silver Miners ETF NEW
SIL
|
+$1.17M |
Top Sells
| 1 | +$1.31M | |
| 2 | +$1.28M | |
| 3 | +$1.22M | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$1.14M |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.09M |
Sector Composition
| 1 | Technology | 21.56% |
| 2 | Financials | 15.56% |
| 3 | Consumer Discretionary | 7.62% |
| 4 | Healthcare | 6.97% |
| 5 | Communication Services | 6.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$4.12T
| $25.9M | 4.57% |
101,835
-4,778
|
|
||
2
Microsoft
MSFT
$3.66T
| $23.6M | 4.16% |
45,498
-474
|
|
||
3
NVIDIA
NVDA
$4.3T
| $17M | 2.99% |
90,931
-114
|
|
||
4
JPMorgan Chase
JPM
$852B
| $16.1M | 2.84% |
51,077
-2,660
|
|
||
5
Amazon
AMZN
$2.49T
| $13.2M | 2.33% |
60,126
+701
|
|
||
6
Berkshire Hathaway Class B
BRK.B
$1.11T
| $12M | 2.11% |
23,833
-881
|
|
||
7
Vanguard Intermediate-Term Treasury ETF
VGIT
$35B
| $11M | 1.94% |
182,836
+21,078
|
|
||
8
Charles Schwab
SCHW
$165B
| $9.98M | 1.76% |
104,505
+2,002
|
|
||
|
9
Meta Platforms (Facebook)
META
$1.63T
| $9.94M | 1.75% |
13,536
-1,481
|
|
||
10
Vanguard Short-Term Treasury ETF
VGSH
$24.8B
| $9.73M | 1.72% |
165,352
-10,982
|
|
||
11
Philip Morris
PM
$245B
| $9.54M | 1.68% |
58,825
-1,472
|
|
||
12
TSMC
TSM
$1.51T
| $8M | 1.41% |
28,650
-731
|
|
||
13
Broadcom
AVGO
$1.9T
| $7.74M | 1.37% |
23,459
-3,963
|
|
||
14
Verizon
VZ
$173B
| $7.29M | 1.29% |
165,980
+18,160
|
|
||
|
CBL
15
CBL Properties
CBL
$1.03B
| $6.34M | 1.12% |
207,193
+15,616
|
|
||
16
Janus Henderson AAA CLO ETF
JAAA
$25.2B
| $6.07M | 1.07% |
119,456
-9,603
|
|
||
|
17
Elevance Health
ELV
$75.2B
| $5.93M | 1.05% |
18,346
+3,800
|
|
||
18
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.5B
| $5.91M | 1.04% |
58,971
-2,606
|
|
||
|
19
Alphabet (Google) Class C
GOOG
$3.86T
| $5.86M | 1.03% |
24,047
-4,675
|
|
||
20
iShares GNMA Bond ETF
GNMA
$378M
| $5.36M | 0.95% |
120,869
+10,446
|
|
||
21
Visa
V
$645B
| $5.29M | 0.93% |
15,495
+1,211
|
|
||
22
PepsiCo
PEP
$203B
| $5.27M | 0.93% |
37,505
+2,023
|
|
||
|
ALX
23
Alexander's
ALX
$1.08B
| $4.76M | 0.84% |
20,286
+2,332
|
|
||
24
Kroger
KR
$44.6B
| $4.62M | 0.81% |
68,495
+10,121
|
|
||
25
VanEck Gold Miners ETF
GDX
$24.8B
| $4.61M | 0.81% |
60,307
+5,245
|
|