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
251
$230K 0.07%
+761
252
$228K 0.07%
3,068
+397
253
$218K 0.07%
+7,794
254
$212K 0.07%
+5,281
255
$212K 0.07%
+2,000
256
$211K 0.07%
33,097
+13,912
257
$209K 0.06%
+3,293
258
$208K 0.06%
+5,850
259
$205K 0.06%
+2,945
260
$204K 0.06%
28,997
+12,803
261
$203K 0.06%
+3,179
262
$202K 0.06%
+886
263
$200K 0.06%
+10,268
264
$198K 0.06%
+27,234
265
$196K 0.06%
+12,937
266
$193K 0.06%
+24,175
267
$190K 0.06%
+22,888
268
$171K 0.05%
39,775
+16,479
269
$166K 0.05%
40,380
+16,596
270
$162K 0.05%
13,624
+2,208
271
$143K 0.04%
+14,417
272
$139K 0.04%
+10,000
273
$131K 0.04%
43,696
+9,200
274
$131K 0.04%
19,647
+4,683
275
$123K 0.04%
+14,600
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