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BHPW
Beverly Hills Private Wealth’s
State Street SPDR S&P International Dividend ETF
DWX
Stock Holding History
Beverly Hills Private Wealth’s Portfolio
DWX Stock Details
DWX Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$498K
Sell
10,910
-176
-2%
-$8.08K
0.08%
186
2025
Q4
$487K
Sell
11,086
-212
-2%
-$9.16K
0.08%
182
2025
Q3
$482K
Sell
11,298
-91
-0.8%
-$3.87K
0.09%
189
2025
Q2
$480K
Sell
11,389
-244
-2%
-$9.96K
0.09%
180
2025
Q1
$446K
Sell
11,633
-1,081
-9%
-$39.5K
0.09%
191
2024
Q4
$444K
Sell
12,714
-16,554
-57%
-$604K
0.09%
186
2024
Q3
$1.12M
Sell
29,268
-782
-3%
-$28.9K
0.23%
115
2024
Q2
$1.03M
Sell
30,050
-1
-0%
-$35
0.22%
113
2024
Q1
$1.06M
Sell
30,051
-1,275
-4%
-$44.6K
0.24%
98
2023
Q4
$1.11M
Sell
31,326
-3,198
-9%
-$108K
0.29%
84
2023
Q3
$1.14M
Sell
34,524
-25,510
-42%
-$877K
0.34%
77
2023
Q2
$2.06M
Buy
60,034
+25,693
+75%
+$897K
0.34%
73
2023
Q1
$1.18M
Sell
34,341
-13,101
-28%
-$445K
0.37%
76
2022
Q4
$1.53M
Buy
+47,442
New
+$1.47M
0.67%
48
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1-Year Est. Return
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$1.37T AUM
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1-Year Est. Return
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$564B AUM
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1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
CRFG
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$172M AUM
13.74%
1-Year Est. Return
BAAM
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San Francisco, California
$4.39B AUM
26.6%
1-Year Est. Return
CWP
Concord Wealth Partners
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$770M AUM
18.25%
1-Year Est. Return
CAMV
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$592M AUM
18.59%
1-Year Est. Return
EWM
Empirical Wealth Management
Seattle, Washington
$6.82B AUM
30.02%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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