BHPW

Beverly Hills Private Wealth Portfolio holdings

AUM $533M
1-Year Est. Return 19.62%
This Quarter Est. Return
1 Year Est. Return
+19.62%
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
BOTZ icon
251
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.04B
$318K 0.06%
11,181
-4
EFV icon
252
iShares MSCI EAFE Value ETF
EFV
$27.4B
$318K 0.06%
5,393
-1,078
HII icon
253
Huntington Ingalls Industries
HII
$11B
$317K 0.06%
1,554
+436
SBAC icon
254
SBA Communications
SBAC
$21.1B
$317K 0.06%
1,441
+155
NSP icon
255
Insperity
NSP
$1.77B
$316K 0.06%
3,538
+155
CVS icon
256
CVS Health
CVS
$105B
$315K 0.06%
+4,644
WBS icon
257
Webster Financial
WBS
$9.02B
$312K 0.06%
6,058
+262
PAM icon
258
Pampa Energía
PAM
$3.46B
$309K 0.06%
4,007
-1
MPLX icon
259
MPLX
MPLX
$49.9B
$309K 0.06%
5,772
-1,069
EMR icon
260
Emerson Electric
EMR
$72.8B
$308K 0.06%
2,813
-317
PNC icon
261
PNC Financial Services
PNC
$70.4B
$308K 0.06%
1,752
TFC icon
262
Truist Financial
TFC
$54.9B
$306K 0.06%
7,444
+116
RELX icon
263
RELX
RELX
$82.3B
$306K 0.06%
6,071
+113
WMB icon
264
Williams Companies
WMB
$76.3B
$301K 0.06%
5,041
-120
BBVA icon
265
Banco Bilbao Vizcaya Argentaria
BBVA
$113B
$301K 0.06%
22,114
+740
QGEN icon
266
Qiagen
QGEN
$10.5B
$299K 0.06%
+7,459
DELL icon
267
Dell
DELL
$100B
$298K 0.06%
3,272
-1,840
BXP icon
268
Boston Properties
BXP
$11.3B
$298K 0.06%
4,429
+154
SPY icon
269
SPDR S&P 500 ETF Trust
SPY
$660B
$297K 0.06%
531
SAP icon
270
SAP
SAP
$318B
$295K 0.06%
1,098
-36
BSX icon
271
Boston Scientific
BSX
$147B
$294K 0.06%
2,911
-40
MSM icon
272
MSC Industrial Direct
MSM
$4.78B
$292K 0.06%
3,755
+163
HXL icon
273
Hexcel
HXL
$4.91B
$291K 0.06%
5,323
+207
EMN icon
274
Eastman Chemical
EMN
$7.04B
$291K 0.06%
3,304
+143
IVE icon
275
iShares S&P 500 Value ETF
IVE
$41.7B
$290K 0.06%
1,520
+311
9 10
11
12 13