BHPW
Beverly Hills Private Wealth Portfolio holdings
AUM
$566M
1-Year Est. Return
20.43%
1 Year Est. Return
+20.43%
AUM
$566M
AUM Growth
+$33.3M
(+6.3%)
Holding
366
Top Buys
| 1 | +$4.48M | |
| 2 | +$2.79M | |
| 3 | +$1.27M | |
| 4 |
Elevance Health
ELV
|
+$1.23M |
| 5 |
Global X Silver Miners ETF NEW
SIL
|
+$1.17M |
Top Sells
| 1 | +$1.31M | |
| 2 | +$1.28M | |
| 3 | +$1.22M | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$1.14M |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.09M |
Sector Composition
| 1 | Technology | 21.56% |
| 2 | Financials | 15.56% |
| 3 | Consumer Discretionary | 7.62% |
| 4 | Healthcare | 6.97% |
| 5 | Communication Services | 6.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Galicia Financial Group
GGAL
$8.6B
| – | – |
-6,869
|
|
||
352
Infosys
INFY
$72.5B
| – | – |
-17,727
|
|
||
|
KC
353
Kingsoft Cloud Holdings
KC
$3.66B
| – | – |
-10,057
|
|
||
354
KT
KT
$8.85B
| – | – |
-9,712
|
|
||
355
Nokia
NOK
$33.7B
| – | – |
-34,749
|
|
||
356
Pampa Energía
PAM
$4.87B
| – | – |
-3,731
|
|
||
357
PNC Financial Services
PNC
$74.8B
| – | – |
-1,696
|
|
||
358
Public Storage
PSA
$48.2B
| – | – |
-691
|
|
||
359
Qfin Holdings
QFIN
$2.54B
| – | – |
-6,831
|
|
||
360
RELX
RELX
$73.1B
| – | – |
-5,767
|
|
||
361
Sonoco
SON
$4.16B
| – | – |
-5,102
|
|
||
|
SWZ
362
Swiss Helvetia Fund
SWZ
$78.3M
| – | – |
-19,248
|
|
||
363
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.5B
| – | – |
-21,611
|
|
||
364
Vanguard Total Stock Market ETF
VTI
$565B
| – | – |
-1,832
|
|
||
365
Williams Companies
WMB
$74.4B
| – | – |
-4,812
|
|
||
366
YPF
YPF
$14.4B
| – | – |
-9,586
|
|