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
301
$248K 0.05%
18,477
+108
302
$247K 0.05%
445
-3
303
$243K 0.05%
446
+9
304
$238K 0.05%
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305
$237K 0.05%
2,225
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306
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5,560
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307
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2,627
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308
$235K 0.05%
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309
$234K 0.05%
2,767
-185
310
$233K 0.05%
864
+11
311
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1,412
312
$231K 0.05%
+6,000
313
$231K 0.05%
+4,588
314
$230K 0.05%
+22,162
315
$230K 0.05%
13,414
+602
316
$228K 0.05%
4,303
-3,298
317
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1,259
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1,763
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320
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5,027
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321
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771
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$220K 0.05%
+2,268
323
$220K 0.05%
3,542
+8
324
$219K 0.05%
5,742
-355
325
$215K 0.05%
3,629
-182
11 12
13
14 15