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
$495M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.75M
3
+$2.72M
4
GNMA icon
iShares GNMA Bond ETF
GNMA
+$2.63M
5
AMZN icon
Amazon
AMZN
+$2.07M

Top Sells

1
+$3.92M
2
+$2.35M
3
+$1.44M
4
AVGO icon
Broadcom
AVGO
+$1.04M
5
JBBB icon
Janus Henderson B-BBB CLO ETF
JBBB
+$927K

Sector Composition

1 Technology 21.49%
2 Financials 14.36%
3 Healthcare 8.9%
4 Consumer Discretionary 8.4%
5 Consumer Staples 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$335K 0.07%
2,207
-502
252
$334K 0.07%
19,949
-2,392
253
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-4,454
254
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256
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19,591
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257
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258
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259
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6,855
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264
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265
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269
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270
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1,554
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272
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25,285
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1,596
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274
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3,425
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275
$293K 0.06%
4,617
-888
9 10
11
12 13