BHPW

Beverly Hills Private Wealth Portfolio holdings

AUM $533M
1-Year Est. Return 19.62%
This Quarter Est. Return
1 Year Est. Return
+19.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$336M
AUM Growth
-$272M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$905K
3
+$700K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$596K
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$465K

Top Sells

1
+$11.6M
2
+$9.29M
3
+$5.41M
4
LOW icon
Lowe's Companies
LOW
+$5.16M
5
CVX icon
Chevron
CVX
+$5.08M

Sector Composition

1 Technology 23.63%
2 Financials 14.62%
3 Healthcare 10.85%
4 Industrials 8.71%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.98M 0.89%
53,937
-55,665
27
$2.83M 0.84%
18,164
-18,876
28
$2.76M 0.82%
18,539
-16,386
29
$2.75M 0.82%
30,097
-28,465
30
$2.67M 0.79%
80,439
-69,893
31
$2.54M 0.76%
47,724
-42,336
32
$2.53M 0.75%
78,181
-57,463
33
$2.51M 0.75%
11,760
-12,943
34
$2.48M 0.74%
8,082
-8,286
35
$2.47M 0.74%
21,436
-22,095
36
$2.47M 0.73%
12,539
-4,193
37
$2.42M 0.72%
14,256
-8,801
38
$2.41M 0.72%
8,841
-9,122
39
$2.32M 0.69%
165,152
+2,658
40
$2.3M 0.68%
16,494
-17,576
41
$2.22M 0.66%
5,612
-5,646
42
$2.2M 0.65%
14,733
-15,030
43
$2.12M 0.63%
18,888
-17,063
44
$2.11M 0.63%
250,669
+6,000
45
$2.07M 0.62%
75,672
-79,108
46
$2.06M 0.61%
23,190
-24,023
47
$1.98M 0.59%
24,540
-25,215
48
$1.95M 0.58%
46,370
-41,832
49
$1.92M 0.57%
10,077
-10,373
50
$1.9M 0.57%
33,179
-33,756
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