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
326
$223K 0.05%
12,554
-597
327
$222K 0.05%
10,532
+126
328
$222K 0.05%
10,898
-1,455
329
$221K 0.05%
+34,433
330
$219K 0.05%
+3,811
331
$217K 0.05%
2,234
-3,299
332
$216K 0.05%
18,369
+867
333
$215K 0.05%
11,427
+153
334
$213K 0.05%
5,206
-241
335
$212K 0.05%
2,579
-115
336
$211K 0.05%
+853
337
$211K 0.05%
12,812
-376
338
$211K 0.05%
4,894
-207
339
$208K 0.05%
+600
340
$207K 0.05%
+13,914
341
$203K 0.05%
+2,966
342
$202K 0.05%
+3,534
343
$201K 0.05%
+3,900
344
$196K 0.05%
+10,141
345
$189K 0.04%
11,401
-360
346
$163K 0.04%
10,134
+41
347
$157K 0.04%
15,784
+63
348
$146K 0.03%
+26,409
349
$143K 0.03%
+14,713
350
$121K 0.03%
10,244
+89
12 13
14
15 16