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
251
$347K 0.08%
8,557
-693
252
$347K 0.08%
4,330
-362
253
$346K 0.08%
3,383
-163
254
$344K 0.08%
3,965
-77
255
$342K 0.08%
5,407
-414
256
$342K 0.08%
+17,719
257
$341K 0.08%
7,000
258
$336K 0.08%
14,600
-44
259
$336K 0.08%
9,668
+2,862
260
$335K 0.08%
20,166
+3,300
261
$332K 0.08%
1,718
-300
262
$330K 0.08%
8,350
+2,650
263
$327K 0.08%
3,111
-198
264
$325K 0.08%
+4,973
265
$324K 0.07%
2,007
+584
266
$324K 0.07%
729
267
$313K 0.07%
2,279
+1
268
$311K 0.07%
19,654
+2,197
269
$309K 0.07%
7,141
-387
270
$308K 0.07%
1,908
+150
271
$307K 0.07%
+28,512
272
$306K 0.07%
1,373
-56
273
$304K 0.07%
+1,203
274
$302K 0.07%
25,484
-963
275
$301K 0.07%
1,546
+4
9 10
11
12 13