BHPW

Beverly Hills Private Wealth Portfolio holdings

AUM $566M
1-Year Est. Return 20.43%
This Quarter Est. Return
1 Year Est. Return
+20.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$323M
AUM Growth
+$93.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$4.21M
3
+$2.88M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.79M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.15M

Top Sells

1
+$1.28M
2
+$927K
3
+$566K
4
DWX icon
SPDR S&P International Dividend ETF
DWX
+$449K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$361K

Sector Composition

1 Technology 23.85%
2 Financials 14.13%
3 Healthcare 10.79%
4 Industrials 8.56%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.95M 0.92%
54,321
+12,133
27
$2.92M 0.91%
4,369
+667
28
$2.86M 0.89%
17,977
+2,911
29
$2.85M 0.88%
73,362
+15,929
30
$2.68M 0.83%
14,773
+1,448
31
$2.68M 0.83%
6,511
+2,809
32
$2.66M 0.83%
19,880
+3,040
33
$2.65M 0.82%
50,671
+25,672
34
$2.59M 0.8%
33,573
+5,176
35
$2.53M 0.78%
8,838
+1,467
36
$2.5M 0.78%
15,093
+2,097
37
$2.37M 0.73%
8,289
+1,168
38
$2.36M 0.73%
47,964
+11,535
39
$2.34M 0.73%
18,779
+2,566
40
$2.32M 0.72%
24,521
+3,923
41
$2.26M 0.7%
12,401
+1,944
42
$2.22M 0.69%
19,394
+2,762
43
$2.12M 0.66%
12,369
+1,710
44
$2.09M 0.65%
167,824
+113,071
45
$2.07M 0.64%
76,672
+12,428
46
$2.02M 0.63%
45,286
+819
47
$2.01M 0.62%
5,532
+1,047
48
$2.01M 0.62%
35,900
+7,743
49
$1.94M 0.6%
17,719
+6,158
50
$1.94M 0.6%
10,162
+2,056
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