BHPW

Beverly Hills Private Wealth Portfolio holdings

AUM $533M
1-Year Est. Return 19.62%
This Quarter Est. Return
1 Year Est. Return
+19.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$336M
AUM Growth
-$272M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$905K
3
+$700K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$596K
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$465K

Top Sells

1
+$11.6M
2
+$9.29M
3
+$5.41M
4
LOW icon
Lowe's Companies
LOW
+$5.16M
5
CVX icon
Chevron
CVX
+$5.08M

Sector Composition

1 Technology 23.63%
2 Financials 14.62%
3 Healthcare 10.85%
4 Industrials 8.71%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$305K 0.09%
9,233
-8,946
227
$305K 0.09%
2,494
-154
228
$297K 0.09%
2,902
-3,066
229
$293K 0.09%
10,083
-10,225
230
$293K 0.09%
17,941
-18,458
231
$293K 0.09%
2,546
+17
232
$293K 0.09%
3,393
-3,513
233
$288K 0.09%
4,645
-5,018
234
$284K 0.08%
14,657
235
$281K 0.08%
5,618
-5,067
236
$278K 0.08%
971
-10
237
$277K 0.08%
9,696
-10,311
238
$275K 0.08%
1,801
-302
239
$275K 0.08%
7,232
-16,990
240
$274K 0.08%
13,494
-16,216
241
$270K 0.08%
4,538
-3,840
242
$264K 0.08%
31,096
-34,508
243
$263K 0.08%
7,817
-8,459
244
$259K 0.08%
3,164
-3,128
245
$259K 0.08%
24,075
-23,907
246
$256K 0.08%
5,536
-5,690
247
$255K 0.08%
2,081
-2,221
248
$255K 0.08%
3,023
-2,970
249
$250K 0.07%
21,780
-45,430
250
$247K 0.07%
20,187
-22,777
8 9
10
11 12