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
$383M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1 +$4.56M
2 +$2.5M
3 +$2.43M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$2.19M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$2.16M

Top Sells

1 +$2.71M
2 +$1.78M
3 +$1.38M
4
FIS icon
Fidelity National Information Services
FIS
+$1.26M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$942K

Sector Composition

1 Technology 23.09%
2 Financials 13.49%
3 Healthcare 9.23%
4 Industrials 8.85%
5 Consumer Discretionary 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
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30,044
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