BHPW
STEW

Beverly Hills Private Wealth’s SRH Total Return Fund STEW Stock Holding History

Beverly Hills Private Wealth’s Portfolio STEW Stock Details STEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$438K Buy
24,766
+2,124
+9% +$37.6K 0.08% 194
2025
Q1 		$391K Buy
+22,642
New +$391K 0.08% 206