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
$433M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$2.77M
3
+$2.54M
4
TSM icon
TSMC
TSM
+$1.26M
5
VZ icon
Verizon
VZ
+$1.25M

Top Sells

1
+$4.56M
2
+$2.5M
3
+$2.43M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$2.16M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.88M

Sector Composition

1 Technology 21.96%
2 Financials 14.57%
3 Healthcare 9.68%
4 Industrials 8.26%
5 Consumer Discretionary 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$300K 0.07%
10,073
+867
277
$299K 0.07%
29,239
-805
278
$299K 0.07%
29,674
-18,760
279
$299K 0.07%
308
-40
280
$298K 0.07%
+4,092
281
$297K 0.07%
+5,490
282
$295K 0.07%
+2,108
283
$295K 0.07%
2,011
-21
284
$293K 0.07%
+21,291
285
$292K 0.07%
16,061
+3,215
286
$292K 0.07%
970
-14
287
$289K 0.07%
11,966
-242
288
$288K 0.07%
31,933
-1,187
289
$282K 0.07%
2,885
+437
290
$281K 0.06%
6,489
+81
291
$279K 0.06%
17,700
292
$277K 0.06%
1,420
-92
293
$276K 0.06%
2,952
-203
294
$270K 0.06%
+5,184
295
$268K 0.06%
5,066
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296
$265K 0.06%
1,783
-76
297
$265K 0.06%
+4,687
298
$264K 0.06%
4,340
-50
299
$261K 0.06%
2,696
-130
300
$257K 0.06%
16,929
-283
10 11
12
13 14