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
$460M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.44M
3
+$1.63M
4
PM icon
Philip Morris
PM
+$1.22M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.21M

Top Sells

1
+$1.02M
2
+$692K
3
+$618K
4
VST icon
Vistra
VST
+$556K
5
PXD
Pioneer Natural Resource Co.
PXD
+$523K

Sector Composition

1 Technology 22.93%
2 Financials 14.5%
3 Healthcare 9.25%
4 Industrials 7.34%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.03M 0.88%
7,443
+1,346
27
$4.03M 0.88%
34,983
+1,784
28
$3.92M 0.85%
4,981
+258
29
$3.58M 0.78%
21,717
+3,766
30
$3.52M 0.76%
24,648
+4,083
31
$3.16M 0.69%
54,279
+44,432
32
$3.05M 0.66%
14,677
+1
33
$3.04M 0.66%
11,761
+329
34
$3.02M 0.66%
63,662
-2,615
35
$3.02M 0.66%
6,889
-730
36
$2.92M 0.63%
11,444
-510
37
$2.85M 0.62%
7,376
-437
38
$2.79M 0.61%
15,278
+2,544
39
$2.74M 0.59%
35,143
-1,319
40
$2.74M 0.59%
15,949
-986
41
$2.72M 0.59%
40,213
-2,354
42
$2.71M 0.59%
167,190
+488
43
$2.58M 0.56%
5,927
-196
44
$2.58M 0.56%
24,971
-4,810
45
$2.47M 0.54%
32,763
-807
46
$2.46M 0.54%
11,472
-20
47
$2.45M 0.53%
4
48
$2.38M 0.52%
230,194
-20,150
49
$2.35M 0.51%
260,935
+180,438
50
$2.35M 0.51%
7,487
-1,397
1
2
3 4 5