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
251
$246K 0.07%
4,202
-4,676
252
$244K 0.07%
16,626
+26
253
$243K 0.07%
5,914
-1,663
254
$242K 0.07%
3,339
-3,933
255
$237K 0.07%
868
-94
256
$236K 0.07%
6,644
-7,062
257
$235K 0.07%
3,098
-3,298
258
$234K 0.07%
14,600
259
$233K 0.07%
2,363
+16
260
$227K 0.07%
11,135
+135
261
$227K 0.07%
1,118
-625
262
$226K 0.07%
2,000
263
$225K 0.07%
34,572
-38,502
264
$222K 0.07%
13,763
-13,656
265
$220K 0.07%
27,287
-30,077
266
$218K 0.06%
172
-137
267
$218K 0.06%
1,996
-2,242
268
$217K 0.06%
2,907
-3,033
269
$216K 0.06%
+14,423
270
$215K 0.06%
+3,682
271
$213K 0.06%
14,169
-43,783
272
$210K 0.06%
3,007
-2,633
273
$210K 0.06%
3,068
-3,466
274
$202K 0.06%
+8,894
275
$202K 0.06%
3,979
-4,294
9 10
11
12 13