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
$505M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.99M
3
+$1.39M
4
GLW icon
Corning
GLW
+$1.34M
5
MGM icon
MGM Resorts International
MGM
+$1.31M

Top Sells

1
+$1.75M
2
+$987K
3
+$848K
4
NVDA icon
NVIDIA
NVDA
+$791K
5
MS icon
Morgan Stanley
MS
+$704K

Sector Composition

1 Technology 19.67%
2 Financials 16.62%
3 Healthcare 8.36%
4 Consumer Discretionary 7.54%
5 Consumer Staples 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$318K 0.06%
11,181
-4
252
$318K 0.06%
5,393
-1,078
253
$317K 0.06%
1,554
+436
254
$317K 0.06%
1,441
+155
255
$316K 0.06%
3,538
+155
256
$315K 0.06%
+4,644
257
$312K 0.06%
6,058
+262
258
$309K 0.06%
4,007
-1
259
$309K 0.06%
5,772
-1,069
260
$308K 0.06%
2,813
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261
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1,752
262
$306K 0.06%
7,444
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263
$306K 0.06%
6,071
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264
$301K 0.06%
5,041
-120
265
$301K 0.06%
22,114
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266
$299K 0.06%
+7,459
267
$298K 0.06%
3,272
-1,840
268
$298K 0.06%
4,429
+154
269
$297K 0.06%
531
270
$295K 0.06%
1,098
-36
271
$294K 0.06%
2,911
-40
272
$292K 0.06%
3,755
+163
273
$291K 0.06%
5,323
+207
274
$291K 0.06%
3,304
+143
275
$290K 0.06%
1,520
+311
9 10
11
12 13