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
$566M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$2.79M
3
+$1.27M
4
ELV icon
Elevance Health
ELV
+$1.23M
5
SIL icon
Global X Silver Miners ETF NEW
SIL
+$1.17M

Top Sells

1
+$1.31M
2
+$1.28M
3
+$1.22M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.14M
5
META icon
Meta Platforms (Facebook)
META
+$1.09M

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
XOM icon
51
Exxon Mobil
XOM
$549B
$3.05M 0.54%
27,074
-485
NSC icon
52
Norfolk Southern
NSC
$64.3B
$2.98M 0.53%
9,913
-559
ET icon
53
Energy Transfer Partners
ET
$60.1B
$2.96M 0.52%
172,696
SIL icon
54
Global X Silver Miners ETF NEW
SIL
$5.74B
$2.89M 0.51%
40,387
+16,367
WMT icon
55
Walmart Inc
WMT
$957B
$2.82M 0.5%
27,349
-1,640
CVE icon
56
Cenovus Energy
CVE
$34.7B
$2.8M 0.49%
164,584
+2,349
ACWI icon
57
iShares MSCI ACWI ETF
ACWI
$25.9B
$2.79M 0.49%
+20,213
GLW icon
58
Corning
GLW
$77.3B
$2.76M 0.49%
33,687
+1,549
NOC icon
59
Northrop Grumman
NOC
$93.2B
$2.64M 0.47%
4,338
-39
NWS icon
60
News Corp Class B
NWS
$17.1B
$2.62M 0.46%
75,745
-37,101
AIV
61
Aimco
AIV
$854M
$2.58M 0.45%
325,116
+25,121
NVO icon
62
Novo Nordisk
NVO
$262B
$2.55M 0.45%
45,901
+1,019
BDX icon
63
Becton Dickinson
BDX
$59.1B
$2.53M 0.45%
13,529
+3,137
HPQ icon
64
HP
HPQ
$19.1B
$2.52M 0.45%
92,632
+2,705
GDXJ icon
65
VanEck Junior Gold Miners ETF
GDXJ
$10.4B
$2.5M 0.44%
25,290
+5,980
PGR icon
66
Progressive
PGR
$120B
$2.49M 0.44%
10,103
-482
RING icon
67
iShares MSCI Global Gold Miners ETF
RING
$3.29B
$2.48M 0.44%
38,298
KYN icon
68
Kayne Anderson Energy Infrastructure Fund
KYN
$2.11B
$2.4M 0.42%
194,265
-1,190
AXP icon
69
American Express
AXP
$247B
$2.4M 0.42%
7,223
-529
MA icon
70
Mastercard
MA
$491B
$2.38M 0.42%
4,188
+39
PHG icon
71
Philips
PHG
$28.6B
$2.36M 0.42%
86,635
+2,899
FAST icon
72
Fastenal
FAST
$48.7B
$2.32M 0.41%
47,357
-1,926
LIN icon
73
Linde
LIN
$205B
$2.3M 0.41%
4,841
-189
BRK.A icon
74
Berkshire Hathaway Class A
BRK.A
$1.07T
$2.26M 0.4%
3
CLIP icon
75
Global X 1-3 Month T-Bill ETF
CLIP
$2.17B
$2.23M 0.39%
22,201
+4,971
1 2
3
4 5