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
$323M
AUM Growth
+$93.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$4.2M
3
+$2.8M
4
MSFT icon
Microsoft
MSFT
+$2.55M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.15M

Top Sells

1
+$1.28M
2
+$927K
3
+$566K
4
DWX icon
State Street SPDR S&P International Dividend ETF
DWX
+$445K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$361K

Sector Composition

1 Technology 23.85%
2 Financials 14.13%
3 Healthcare 10.79%
4 Industrials 8.56%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$80.5K 0.03%
11,500
277
$7.02K ﹤0.01%
10,000
278
– –
-25,179
279
– –
-25,410
280
– –
-15,982
281
– –
-5,349
282
– –
-17,515
283
– –
-9,047
284
– –
-5,429
285
– –
-962
286
– –
-28,032
287
– –
-2,379
288
– –
-725
289
– –
-15,050
8 9 10 11
12