BHPW
Beverly Hills Private Wealth Portfolio holdings
AUM
$600M
1-Year Est. Return
21.5%
This Fund
S&P 500
1 Year Est. Return
+21.5%
AUM
$600M
AUM Growth
+$15.9M
(+2.7%)
Holding
363
Top Buys
| 1 | +$2.94M | |
| 2 | +$2.72M | |
| 3 | +$2.46M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$2.24M |
| 5 |
Global X Silver Miners ETF NEW
SIL
|
+$1.75M |
Top Sells
| 1 | +$18.5M | |
| 2 | +$2.8M | |
| 3 | +$1.29M | |
| 4 |
KLA
KLAC
|
+$1.28M |
| 5 |
GRP.U
Granite Real Estate Investment Trust
GRP.U
|
+$1.24M |
Sector Composition
| 1 | Technology | 18.24% |
| 2 | Financials | 15.16% |
| 3 | Consumer Discretionary | 7.43% |
| 4 | Healthcare | 7.09% |
| 5 | Communication Services | 6.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Boston Properties
BXP
$9.57B
| – | – |
-3,360
|
|
||
352
Charter Communications
CHTR
$17.7B
| – | – |
-1,539
|
|
||
|
GRP.U
353
DELISTED
Granite Real Estate Investment Trust
GRP.U
| – | – |
-20,924
|
|
||
354
International Paper
IP
$17.7B
| – | – |
-648
|
|
||
355
Kenvue
KVUE
$33.2B
| – | – |
-10,927
|
|
||
356
Realty Income
O
$57.1B
| – | – |
-3,985
|
|
||
357
iShares S&P 100 ETF
OEF
$20.7B
| – | – |
-876
|
|
||
358
RLJ Lodging Trust
RLJ
$1.48B
| – | – |
-10,419
|
|
||
359
Ryanair
RYAAY
$31.6B
| – | – |
-2,980
|
|
||
360
Sea Limited
SE
$55.4B
| – | – |
-2,207
|
|
||
361
Sony
SONY
$127B
| – | – |
-12,249
|
|
||
|
TIGR
362
UP Fintech Holding
TIGR
$918M
| – | – |
-22,243
|
|
||
363
State Street Technology Select Sector SPDR ETF
XLK
$124B
| – | – |
-1,527
|
|