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
$495M
AUM Growth
+$188K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$1.97M
3
+$1.66M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$1.64M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.57M

Top Sells

1
+$2.19M
2
+$2.01M
3
+$1.78M
4
KIM.PRN icon
Kimco Realty Corp 7.25% Class N Preferred Stock
KIM.PRN
+$1.66M
5
AVGO icon
Broadcom
AVGO
+$1.34M

Sector Composition

1 Technology 22.26%
2 Financials 16.33%
3 Consumer Discretionary 8.07%
4 Healthcare 7.95%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$269K 0.05%
6,543
+886
277
$268K 0.05%
3,592
+167
278
$266K 0.05%
5,445
-338
279
$265K 0.05%
1,362
-11
280
$264K 0.05%
1,558
+4
281
$264K 0.05%
2,951
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282
$262K 0.05%
3,383
-364
283
$262K 0.05%
1,286
-203
284
$259K 0.05%
27,489
-4,163
285
$258K 0.05%
+5,566
286
$258K 0.05%
2,702
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287
$258K 0.05%
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288
$258K 0.05%
4,381
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289
$257K 0.05%
3,762
+168
290
$256K 0.05%
5,810
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291
$255K 0.05%
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-7,171
292
$253K 0.05%
6,296
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293
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294
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4,811
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295
$246K 0.05%
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296
$245K 0.05%
3,305
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297
$240K 0.05%
4,488
-605
298
$237K 0.05%
+586
299
$236K 0.05%
7,431
-473
300
$236K 0.05%
1,783
+12
10 11
12
13 14