BHPW
Beverly Hills Private Wealth Portfolio holdings
AUM $505M
AUM
$505M
AUM Growth
+$10.1M (+2%)
Cap. Flow
+$16M
Cap. Flow % of AUM
3.16%
Top 10 Holdings %Top 10 Hldgs %
26.07%
Holding
350
New
17
Increased
169
Reduced
133
Closed
14
Top Buys
| 1 | $2.5M | |
| 2 | $1.99M | |
| 3 | $1.39M | |
| 4 | $1.34M | |
| 5 | $1.31M |
Top Sells
| 1 | $1.75M | |
| 2 | $987K | |
| 3 | $848K | |
| 4 | $791K | |
| 5 | $704K |
Sector Composition
| 1 | Technology | 19.67% |
| 2 | Financials | 16.62% |
| 3 | Healthcare | 8.36% |
| 4 | Consumer Discretionary | 7.54% |
| 5 | Consumer Staples | 7.47% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $318K | 0.06% | 11,181 -4 | -0% | -$114 | |||
| $318K | 0.06% | 5,393 -1,078 | -17% | -$63.5K | |||
| $317K | 0.06% | 1,554 +436 | +39% | +$89K | |||
| $317K | 0.06% | 1,441 +155 | +12% | +$34.1K | |||
| $316K | 0.06% | 3,538 +155 | +5% | +$13.8K | |||
| $315K | 0.06% | 4,644 | New | +$315K | |||
| $312K | 0.06% | 6,058 +262 | +5% | +$13.5K | |||
| $309K | 0.06% | 4,007 -1 | -0% | -$77 | |||
| $309K | 0.06% | 5,772 -1,069 | -16% | -$57.2K | |||
| $308K | 0.06% | 2,813 -317 | -10% | -$34.8K | |||
| $308K | 0.06% | 1,752 | – | – | |||
| $306K | 0.06% | 7,444 +116 | +2% | +$4.77K | |||
| $306K | 0.06% | 6,071 +113 | +2% | +$5.7K | |||
| $301K | 0.06% | 5,041 -120 | -2% | -$7.17K | |||
| $301K | 0.06% | 22,114 +740 | +3% | +$10.1K | |||
| $299K | 0.06% | 7,459 | New | +$299K | |||
| $298K | 0.06% | 3,272 -1,840 | -36% | -$168K | |||
| $298K | 0.06% | 4,429 +154 | +4% | +$10.3K | |||
| $297K | 0.06% | 531 | – | – | |||
| $295K | 0.06% | 1,098 -36 | -3% | -$9.66K | |||
| $294K | 0.06% | 2,911 -40 | -1% | -$4.04K | |||
| $292K | 0.06% | 3,755 +163 | +5% | +$12.7K | |||
| $291K | 0.06% | 5,323 +207 | +4% | +$11.3K | |||
| $291K | 0.06% | 3,304 +143 | +5% | +$12.6K | |||
| $290K | 0.06% | 1,520 +311 | +26% | +$59.3K |
