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
$505M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.99M
3
+$1.39M
4
GLW icon
Corning
GLW
+$1.34M
5
MGM icon
MGM Resorts International
MGM
+$1.31M

Top Sells

1
+$1.75M
2
+$987K
3
+$848K
4
NVDA icon
NVIDIA
NVDA
+$791K
5
MS icon
Morgan Stanley
MS
+$704K

Sector Composition

1 Technology 19.67%
2 Financials 16.62%
3 Healthcare 8.36%
4 Consumer Discretionary 7.54%
5 Consumer Staples 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$208K 0.04%
597
-8
327
$207K 0.04%
4,792
-19
328
$182K 0.04%
20,877
+8,268
329
$179K 0.04%
+10,112
330
$178K 0.04%
22,984
+421
331
$147K 0.03%
22,339
+483
332
$103K 0.02%
11,556
+327
333
$86.6K 0.02%
28,400
334
$83.5K 0.02%
10,586
+71
335
$30.6K 0.01%
+574
336
$27.7K 0.01%
11,131
+205
337
– –
-2,411
338
– –
-6,043
339
– –
-10,820
340
– –
-3,438
341
– –
-5,810
342
– –
-5,444
343
– –
-2,718
344
– –
-10,246
345
– –
-4,409
346
– –
-10,827
347
– –
-9,657
348
– –
-586
349
– –
-1,616
350
– –
-4,439
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