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
$433M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$2.77M
3
+$2.54M
4
TSM icon
TSMC
TSM
+$1.26M
5
VZ icon
Verizon
VZ
+$1.25M

Top Sells

1
+$4.56M
2
+$2.5M
3
+$2.43M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$2.16M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.88M

Sector Composition

1 Technology 21.96%
2 Financials 14.57%
3 Healthcare 9.68%
4 Industrials 8.26%
5 Consumer Discretionary 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.54M 0.82%
7,619
-526
27
$3.37M 0.78%
11,954
+185
28
$3.33M 0.77%
36,462
+8,038
29
$3.31M 0.76%
66,277
-4,851
30
$3.16M 0.73%
6,097
+1,510
31
$3.14M 0.73%
17,951
+2,231
32
$3.08M 0.71%
16,935
-1,273
33
$3.04M 0.7%
14,676
-1,140
34
$2.93M 0.68%
6,123
+1,427
35
$2.93M 0.68%
11,492
-907
36
$2.79M 0.65%
18,351
+4,022
37
$2.78M 0.64%
8,884
-2,033
38
$2.77M 0.64%
7,813
-618
39
$2.77M 0.64%
11,432
+1,276
40
$2.64M 0.61%
20,565
+4,601
41
$2.63M 0.61%
68,164
-5,046
42
$2.62M 0.61%
166,702
+511
43
$2.56M 0.59%
42,567
-5,097
44
$2.54M 0.59%
4
+1
45
$2.52M 0.58%
7,259
-550
46
$2.51M 0.58%
18,439
+9,259
47
$2.51M 0.58%
250,344
+5,485
48
$2.49M 0.58%
33,570
+613
49
$2.42M 0.56%
12,734
+2,427
50
$2.41M 0.56%
16,246
-904
1
2
3 4 5