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
$505M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.99M
3
+$1.39M
4
GLW icon
Corning
GLW
+$1.34M
5
MGM icon
MGM Resorts International
MGM
+$1.31M

Top Sells

1
+$1.75M
2
+$987K
3
+$848K
4
NVDA icon
NVIDIA
NVDA
+$791K
5
MS icon
Morgan Stanley
MS
+$704K

Sector Composition

1 Technology 19.67%
2 Financials 16.62%
3 Healthcare 8.36%
4 Consumer Discretionary 7.54%
5 Consumer Staples 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$290K 0.06%
10,153
+1,187
277
$288K 0.06%
+1,001
278
$288K 0.06%
1,913
+59
279
$281K 0.06%
6,842
+299
280
$280K 0.06%
+46,938
281
$279K 0.06%
913
-56
282
$277K 0.05%
3,346
+728
283
$274K 0.05%
2,643
+106
284
$274K 0.05%
1,952
-64
285
$274K 0.05%
6,481
-71
286
$272K 0.05%
6,566
-450
287
$270K 0.05%
5,052
-6,844
288
$268K 0.05%
3,560
+5
289
$268K 0.05%
5,669
+224
290
$267K 0.05%
1,564
+6
291
$265K 0.05%
27,297
-192
292
$261K 0.05%
4,339
-42
293
$261K 0.05%
10,255
+27
294
$258K 0.05%
4,443
-45
295
$258K 0.05%
2,290
+223
296
$257K 0.05%
2,015
297
$253K 0.05%
3,589
+284
298
$250K 0.05%
7,160
+864
299
$247K 0.05%
25,911
300
$247K 0.05%
1,013
+12
10 11
12
13 14