BHPW
Beverly Hills Private Wealth Portfolio holdings
AUM
$533M
This Quarter Return
+3.67%
1 Year Return
+19.62%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$460M
AUM Growth
+$460M
(+6.2%)
Cap. Flow
+$26.4M
Cap. Flow
% of AUM
5.73%
Top 10 Holdings %
Top 10 Hldgs %
25.12%
Holding
370
New
15
Increased
118
Reduced
199
Closed
24
Top Buys
| 1 |
NVIDIA
NVDA
|
$12.2M |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$2.59M |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$2.44M |
| 4 |
CBH
Virtus Convertible & Income 2024 Target Term Fund
CBH
|
$1.63M |
| 5 |
Philip Morris
PM
|
$1.22M |
Top Sells
| 1 |
Global X 1-3 Month T-Bill ETF
CLIP
|
$3.46M |
| 2 |
Texas Instruments
TXN
|
$1.02M |
| 3 |
Broadcom
AVGO
|
$618K |
| 4 |
Vistra
VST
|
$556K |
| 5 |
PXD
Pioneer Natural Resource Co.
PXD
|
$523K |
Sector Composition
| 1 | Technology | 22.93% |
| 2 | Financials | 14.5% |
| 3 | Healthcare | 9.25% |
| 4 | Industrials | 7.34% |
| 5 | Consumer Discretionary | 7.23% |
