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
$495M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.75M
3
+$2.72M
4
GNMA icon
iShares GNMA Bond ETF
GNMA
+$2.63M
5
AMZN icon
Amazon
AMZN
+$2.07M

Top Sells

1
+$3.92M
2
+$2.35M
3
+$1.44M
4
AVGO icon
Broadcom
AVGO
+$1.04M
5
JBBB icon
Janus Henderson B-BBB CLO ETF
JBBB
+$927K

Sector Composition

1 Technology 21.49%
2 Financials 14.36%
3 Healthcare 8.9%
4 Consumer Discretionary 8.4%
5 Consumer Staples 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.01M 0.81%
6,954
-473
27
$3.96M 0.8%
26,870
-5,116
28
$3.86M 0.78%
14,026
+5,801
29
$3.77M 0.76%
17,515
+2,237
30
$3.57M 0.72%
29,955
+5,307
31
$3.51M 0.71%
61,237
+21,522
32
$3.4M 0.69%
29,952
-7,001
33
$3.39M 0.69%
28,956
-6,027
34
$3.34M 0.67%
10,956
-488
35
$3.17M 0.64%
12,491
-2,186
36
$2.98M 0.6%
137,663
+30,744
37
$2.96M 0.6%
160,238
+62,415
38
$2.85M 0.58%
14,442
-1,507
39
$2.84M 0.57%
35,169
-5,044
40
$2.83M 0.57%
29,028
-6,115
41
$2.83M 0.57%
53,120
-10,542
42
$2.82M 0.57%
30,032
+10,243
43
$2.81M 0.57%
9,425
-2,336
44
$2.76M 0.56%
4
45
$2.76M 0.56%
5,793
-1,096
46
$2.75M 0.56%
+55,583
47
$2.7M 0.54%
167,951
+761
48
$2.66M 0.54%
95,038
+31,167
49
$2.63M 0.53%
71,267
+25,947
50
$2.63M 0.53%
+58,611
1
2
3 4 5