BHPW

Beverly Hills Private Wealth Portfolio holdings

AUM $600M
1-Year Est. Return 21.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$566M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$4.43M
2
+$2.68M
3
+$1.26M
4
ELV icon
Elevance Health
ELV
+$1.18M
5
SIL icon
Global X Silver Miners ETF NEW
SIL
+$918K

Top Sells

1
+$1.25M
2
+$1.22M
3
+$1.1M
4
AAPL icon
Apple
AAPL
+$1.08M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.06M

Sector Composition

1 Technology 21.56%
2 Financials 15.56%
3 Consumer Discretionary 7.62%
4 Healthcare 6.97%
5 Communication Services 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.57M 0.81%
131,727
+8,321
27
$4.48M 0.79%
+87,856
28
$4.43M 0.78%
18,214
-1,721
29
$4.39M 0.77%
93,405
-987
30
$4.37M 0.77%
23,549
-1,434
31
$4.23M 0.75%
3,627
-473
32
$4.16M 0.74%
237,679
+29,093
33
$4.05M 0.72%
6,050
-72
34
$4.05M 0.71%
81,086
+8,564
35
$3.89M 0.69%
123,934
-2,185
36
$3.87M 0.68%
51,132
-3,741
37
$3.85M 0.68%
24,818
-670
38
$3.78M 0.67%
88,735
-442
39
$3.77M 0.67%
14,986
-583
40
$3.61M 0.64%
160,942
-3,937
41
$3.6M 0.64%
52,581
+5,749
42
$3.56M 0.63%
11,725
-259
43
$3.53M 0.62%
308,598
-4,445
44
$3.45M 0.61%
28,513
+1,501
45
$3.42M 0.6%
19,112
+734
46
$3.35M 0.59%
9,693
-448
47
$3.28M 0.58%
47,939
-1,176
48
$3.16M 0.56%
75,508
+2,756
49
$3.14M 0.55%
17,082
-958
50
$3.1M 0.55%
13,397
-384
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