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
$383M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$2.5M
3
+$2.43M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$2.19M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$2.16M

Top Sells

1
+$2.71M
2
+$1.78M
3
+$1.38M
4
FIS icon
Fidelity National Information Services
FIS
+$1.26M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$942K

Sector Composition

1 Technology 23.09%
2 Financials 13.49%
3 Healthcare 9.23%
4 Industrials 8.85%
5 Consumer Discretionary 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$305K 0.08%
1,429
-95
252
$304K 0.08%
10,377
-18,686
253
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5,821
-93
254
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+729
256
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4,042
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257
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988
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258
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987
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259
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260
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261
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262
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3,309
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263
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1,542
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264
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+23,962
265
$281K 0.07%
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266
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15,668
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269
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6,215
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270
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2,372
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272
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348
-302
273
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8,249
-5,514
274
$261K 0.07%
+5,011
275
$260K 0.07%
12,353
-2,304
9 10
11
12 13