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
$433M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$2.77M
3
+$2.54M
4
TSM icon
TSMC
TSM
+$1.26M
5
VZ icon
Verizon
VZ
+$1.25M

Top Sells

1
+$4.56M
2
+$2.5M
3
+$2.43M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$2.16M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.88M

Sector Composition

1 Technology 21.96%
2 Financials 14.57%
3 Healthcare 9.68%
4 Industrials 8.26%
5 Consumer Discretionary 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$418K 0.1%
746
-7
227
$417K 0.1%
5,912
-454
228
$413K 0.1%
7,601
-6,677
229
$405K 0.09%
7,979
+1,245
230
$404K 0.09%
888
-15
231
$403K 0.09%
7,631
-666
232
$396K 0.09%
28,521
+15,908
233
$394K 0.09%
+2,107
234
$389K 0.09%
3,748
-753
235
$387K 0.09%
24,200
+8,532
236
$387K 0.09%
+12,800
237
$387K 0.09%
6,319
-165
238
$386K 0.09%
8,731
+3,873
239
$384K 0.09%
8,588
+2,373
240
$379K 0.09%
4,833
-215
241
$377K 0.09%
9,673
+3,380
242
$376K 0.09%
18,995
-558
243
$376K 0.09%
2,784
-196
244
$371K 0.09%
38,959
+21,003
245
$370K 0.09%
24,686
+724
246
$369K 0.09%
+14,393
247
$365K 0.08%
9,369
-442
248
$359K 0.08%
988
249
$358K 0.08%
16,797
-804
250
$353K 0.08%
987
8 9
10
11 12