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
$323M
AUM Growth
+$93.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$4.21M
3
+$2.88M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.79M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.15M

Top Sells

1
+$1.28M
2
+$927K
3
+$566K
4
DWX icon
SPDR S&P International Dividend ETF
DWX
+$449K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$361K

Sector Composition

1 Technology 23.85%
2 Financials 14.13%
3 Healthcare 10.79%
4 Industrials 8.56%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$281K 0.09%
2,975
+263
227
$280K 0.09%
+5,975
228
$277K 0.09%
9,733
+3,977
229
$277K 0.09%
3,646
+175
230
$274K 0.08%
15,480
+3,121
231
$271K 0.08%
1,415
+69
232
$265K 0.08%
8,170
-5,212
233
$263K 0.08%
+4,882
234
$262K 0.08%
+1,698
235
$260K 0.08%
+3,577
236
$257K 0.08%
21,510
+3,841
237
$255K 0.08%
2,009
+59
238
$249K 0.08%
+872
239
$245K 0.08%
+3,422
240
$244K 0.08%
+2,740
241
$244K 0.08%
+11,430
242
$243K 0.08%
+7,081
243
$242K 0.08%
+948
244
$242K 0.08%
4,471
+792
245
$241K 0.07%
+31,854
246
$240K 0.07%
+11,000
247
$235K 0.07%
+951
248
$233K 0.07%
+6,770
249
$233K 0.07%
+1,034
250
$231K 0.07%
21,055
+8,805
8 9
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