BHPW

Beverly Hills Private Wealth Portfolio holdings

AUM $584M
1-Year Est. Return 21.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.18%
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
+$3.6M
2
+$2.7M
3
+$2.59M
4
SW
Smurfit Westrock
SW
+$2.53M
5
AMZN icon
Amazon
AMZN
+$2.02M

Top Sells

1
+$3.92M
2
+$2.35M
3
+$1.23M
4
AVGO icon
Broadcom
AVGO
+$964K
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 Industrials 6.65%
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
$334K 0.07%
15,727
-4,454
254
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1,752
+167
255
$330K 0.07%
3,747
-796
256
$329K 0.07%
19,591
-4,341
257
$324K 0.07%
21,466
+1,300
258
$323K 0.07%
7,557
-1,157
259
$323K 0.07%
5,093
-742
260
$321K 0.07%
2,603
-586
261
$316K 0.06%
5,783
-1,356
262
$315K 0.06%
5,032
-170
263
$313K 0.06%
6,855
-1,074
264
$313K 0.06%
6,808
-1,495
265
$307K 0.06%
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266
$306K 0.06%
7,264
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267
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5,657
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$303K 0.06%
2,015
269
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+9,894
270
$301K 0.06%
6,465
-1,386
271
$298K 0.06%
1,554
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272
$298K 0.06%
25,285
+354
273
$295K 0.06%
1,596
-346
274
$295K 0.06%
3,425
-833
275
$293K 0.06%
4,617
-888
9 10
11
12 13