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
$460M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.44M
3
+$1.63M
4
PM icon
Philip Morris
PM
+$1.22M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.21M

Top Sells

1
+$1.02M
2
+$692K
3
+$618K
4
VST icon
Vistra
VST
+$556K
5
PXD
Pioneer Natural Resource Co.
PXD
+$523K

Sector Composition

1 Technology 22.93%
2 Financials 14.5%
3 Healthcare 9.25%
4 Industrials 7.34%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$338K 0.07%
4,258
-201
252
$338K 0.07%
992
+5
253
$337K 0.07%
7,337
+196
254
$335K 0.07%
17,818
+99
255
$332K 0.07%
689
-57
256
$331K 0.07%
30,653
+1,414
257
$330K 0.07%
5,202
-205
258
$327K 0.07%
988
259
$326K 0.07%
1,591
-100
260
$326K 0.07%
4,192
+227
261
$317K 0.07%
22,341
+2,687
262
$317K 0.07%
20,166
263
$316K 0.07%
5,505
+323
264
$315K 0.07%
7,929
-659
265
$313K 0.07%
3,156
-1,276
266
$313K 0.07%
5,088
+115
267
$313K 0.07%
2,279
268
$308K 0.07%
5,835
+345
269
$307K 0.07%
9,508
-160
270
$304K 0.07%
3,178
-205
271
$302K 0.07%
1,942
-65
272
$302K 0.07%
295
-13
273
$301K 0.07%
4,347
+17
274
$301K 0.07%
4,541
-292
275
$301K 0.07%
3,146
-153
9 10
11
12 13