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
301
$255K 0.06%
+6,097
302
$251K 0.06%
2,319
-53
303
$250K 0.06%
6,025
-366
304
$250K 0.06%
+5,182
305
$249K 0.06%
35,514
+4,571
306
$246K 0.06%
2,621
-1,824
307
$245K 0.06%
+28,426
308
$243K 0.06%
1,867
-67
309
$242K 0.06%
20,531
+1,692
310
$239K 0.06%
+1,412
311
$234K 0.05%
+13,630
312
$232K 0.05%
1,769
-795
313
$232K 0.05%
21,065
-757
314
$231K 0.05%
+2,899
315
$231K 0.05%
10,707
-7,631
316
$230K 0.05%
4,230
-30
317
$229K 0.05%
437
318
$226K 0.05%
2,525
+7
319
$226K 0.05%
6,404
-12
320
$226K 0.05%
+448
321
$225K 0.05%
+27,538
322
$224K 0.05%
+8,834
323
$224K 0.05%
4,420
-5,166
324
$224K 0.05%
772
+10
325
$223K 0.05%
+8,760
11 12
13
14 15