BHPW
Beverly Hills Private Wealth Portfolio holdings
AUM
$533M
1-Year Return
19.62%
This Quarter Return
+1.67%
1 Year Return
+19.62%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$495M
AUM Growth
+$188K
(+0.04%)
Cap. Flow
-$1.05M
Cap. Flow
% of AUM
-0.21%
Top 10 Holdings %
Top 10 Hldgs %
26.87%
Holding
359
New
22
Increased
111
Reduced
191
Closed
26
Top Buys
| 1 |
Blackrock
BLK
|
$4.18M |
| 2 |
JPMorgan Chase
JPM
|
$1.97M |
| 3 |
DTF
DTF Tax-Free Income 2028 Term Fund
DTF
|
$1.66M |
| 4 |
Vanguard World Funds Extended Duration ETF
EDV
|
$1.64M |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$1.57M |
Top Sells
Sector Composition
| 1 | Technology | 22.26% |
| 2 | Financials | 16.33% |
| 3 | Consumer Discretionary | 8.07% |
| 4 | Healthcare | 7.95% |
| 5 | Consumer Staples | 6.54% |
