BHPW

Beverly Hills Private Wealth Portfolio holdings

AUM $600M
1-Year Est. Return 21.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$495M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.7M
3
+$2.59M
4
SW
Smurfit Westrock
SW
+$2.53M
5
AMZN icon
Amazon
AMZN
+$2.02M

Top Sells

1
+$3.92M
2
+$2.35M
3
+$1.23M
4
AVGO icon
Broadcom
AVGO
+$964K
5
JBBB icon
Janus Henderson B-BBB CLO ETF
JBBB
+$927K

Sector Composition

1 Technology 21.49%
2 Financials 14.36%
3 Healthcare 8.9%
4 Consumer Discretionary 8.4%
5 Industrials 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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365
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367
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