BHPW

Beverly Hills Private Wealth Portfolio holdings

AUM $566M
1-Year Est. Return 20.43%
This Quarter Est. Return
1 Year Est. Return
+20.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$7.93M
3
+$5.17M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.7M
5
TXN icon
Texas Instruments
TXN
+$4.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.49%
2 Financials 14.23%
3 Healthcare 11.89%
4 Industrials 9.1%
5 Consumer Staples 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$113K 0.05%
+12,250
227
$105K 0.05%
+23,784
228
$102K 0.04%
+34,496
229
$101K 0.04%
+17,515
230
$100K 0.04%
+12,656
231
$97.3K 0.04%
+16,194
232
$79.1K 0.03%
+25,410
233
$77.7K 0.03%
+11,500
234
$7.16K ﹤0.01%
+10,000
6 7 8 9
10