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
$584M
AUM Growth
+$17.6M
(+3.1%)
Holding
355
Top Buys
| 1 | +$15.5M | |
| 2 | +$4M | |
| 3 | +$3.03M | |
| 4 |
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
|
+$2.41M |
| 5 |
Chubb
CB
|
+$1.5M |
Top Sells
| 1 | +$2.57M | |
| 2 | +$1.83M | |
| 3 | +$1.67M | |
| 4 |
Air Products & Chemicals
APD
|
+$1.66M |
| 5 |
Fidelity National Information Services
FIS
|
+$1.52M |
Sector Composition
| 1 | Technology | 20.19% |
| 2 | Financials | 15.7% |
| 3 | Consumer Discretionary | 7.12% |
| 4 | Healthcare | 6.88% |
| 5 | Communication Services | 6.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
SAP
SAP
$203B
| – | – |
-900
|
|
||
352
SBA Communications
SBAC
$23.1B
| – | – |
-1,091
|
|
||
353
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
| – | – |
-3,012
|
|
||
354
Sherwin-Williams
SHW
$78.1B
| – | – |
-588
|
|
||
355
Telus
TU
$19.9B
| – | – |
-11,077
|
|