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
$336M
AUM Growth
-$272M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$905K
3
+$700K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$596K
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$465K

Top Sells

1
+$11.6M
2
+$9.29M
3
+$5.41M
4
LOW icon
Lowe's Companies
LOW
+$5.16M
5
CVX icon
Chevron
CVX
+$5.08M

Sector Composition

1 Technology 23.63%
2 Financials 14.62%
3 Healthcare 10.85%
4 Industrials 8.71%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$202K 0.06%
410
-456
277
$201K 0.06%
+4,497
278
$196K 0.06%
12,224
-13,378
279
$192K 0.06%
11,175
-11,797
280
$185K 0.06%
13,477
-11,269
281
$177K 0.05%
13,429
-13,787
282
$172K 0.05%
10,355
283
$169K 0.05%
22,437
-24,789
284
$127K 0.04%
10,044
+22
285
$121K 0.04%
14,561
+53
286
$112K 0.03%
34,797
+97
287
$98.4K 0.03%
+10,055
288
$94.2K 0.03%
+13,855
289
$88.5K 0.03%
10,658
-11,038
290
$56.7K 0.02%
10,100
291
$27.7K 0.01%
+10,000
292
$26.8K 0.01%
12,580
-4,458
293
$16.9K 0.01%
+1,795
294
$9.3K ﹤0.01%
10,000
295
– –
-20,238
296
– –
-7,430
297
– –
-14,392
298
– –
-9,528
299
– –
-24,793
300
– –
-1,697
10 11
12
13 14