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
$229M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$7.93M
3
+$5.17M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.7M
5
TXN icon
Texas Instruments
TXN
+$4.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.49%
2 Financials 14.23%
3 Healthcare 11.89%
4 Industrials 9.1%
5 Consumer Staples 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.47M 0.64%
+171,174
52
$1.42M 0.62%
+6,455
53
$1.42M 0.62%
+3,702
54
$1.41M 0.61%
+8,503
55
$1.34M 0.59%
+6,490
56
$1.28M 0.56%
+12,539
57
$1.28M 0.56%
+25,179
58
$1.28M 0.56%
+11,561
59
$1.24M 0.54%
+8,402
60
$1.23M 0.54%
+135,261
61
$1.23M 0.54%
+7,301
62
$1.22M 0.53%
+11,106
63
$1.21M 0.53%
+18,099
64
$1.13M 0.49%
+10,850
65
$1.12M 0.49%
+39,251
66
$1.09M 0.48%
+17,620
67
$1.07M 0.47%
+57,669
68
$1.01M 0.44%
+11,172
69
$970K 0.42%
+24,272
70
$937K 0.41%
+2
71
$927K 0.4%
+9,047
72
$924K 0.4%
+27,897
73
$874K 0.38%
+8,339
74
$870K 0.38%
+49,956
75
$868K 0.38%
+6,160
1 2
3
4 5