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
$460M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.44M
3
+$1.63M
4
PM icon
Philip Morris
PM
+$1.22M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.21M

Top Sells

1
+$1.02M
2
+$692K
3
+$618K
4
VST icon
Vistra
VST
+$556K
5
PXD
Pioneer Natural Resource Co.
PXD
+$523K

Sector Composition

1 Technology 22.93%
2 Financials 14.5%
3 Healthcare 9.25%
4 Industrials 7.34%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$300K 0.07%
4,450
+110
277
$299K 0.07%
12,488
-6,011
278
$294K 0.06%
6,255
-215
279
$293K 0.06%
2,015
+4
280
$287K 0.06%
+5,355
281
$285K 0.06%
1,550
+4
282
$282K 0.06%
9,212
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283
$281K 0.06%
1,394
-26
284
$278K 0.06%
11,099
-867
285
$276K 0.06%
1,692
-91
286
$275K 0.06%
9,385
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287
$274K 0.06%
14,172
-1,889
288
$272K 0.06%
8,770
-1,353
289
$270K 0.06%
26,964
+1,480
290
$265K 0.06%
1,458
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291
$265K 0.06%
28,916
+1,378
292
$261K 0.06%
7,039
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293
$255K 0.06%
6,489
294
$254K 0.06%
8,883
-1,190
295
$253K 0.06%
22,195
+1,130
296
$253K 0.06%
4,329
-358
297
$252K 0.05%
1,585
-523
298
$252K 0.05%
6,352
-2,205
299
$250K 0.05%
1,854
-54
300
$249K 0.05%
4,654
-412
10 11
12
13 14