BHPW

Beverly Hills Private Wealth Portfolio holdings

AUM $584M
1-Year Est. Return 21.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$336M
AUM Growth
-$272M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$901K
3
+$698K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$596K
5
KVUE icon
Kenvue
KVUE
+$489K

Top Sells

1
+$12.4M
2
+$9.72M
3
+$5.8M
4
LOW icon
Lowe's Companies
LOW
+$5.58M
5
AVGO icon
Broadcom
AVGO
+$4.97M

Sector Composition

1 Technology 23.63%
2 Financials 14.62%
3 Healthcare 10.85%
4 Industrials 8.71%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-882
327
– –
-6,347
328
– –
-20,238
329
– –
-7,430
330
– –
-14,392
10 11 12 13
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