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
$323M
AUM Growth
+$93.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$4.21M
3
+$2.88M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.79M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.15M

Top Sells

1
+$1.28M
2
+$927K
3
+$566K
4
DWX icon
SPDR S&P International Dividend ETF
DWX
+$449K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$361K

Sector Composition

1 Technology 23.85%
2 Financials 14.13%
3 Healthcare 10.79%
4 Industrials 8.56%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.89M 0.58%
58,311
+19,060
52
$1.84M 0.57%
23,440
+3,175
53
$1.77M 0.55%
8,344
+1,198
54
$1.77M 0.55%
204,439
+33,265
55
$1.7M 0.53%
10,311
+1,909
56
$1.67M 0.52%
10,014
+1,511
57
$1.64M 0.51%
14,637
+2,098
58
$1.61M 0.5%
8,730
+1,429
59
$1.57M 0.49%
3,423
+524
60
$1.51M 0.47%
16,444
+5,272
61
$1.51M 0.47%
145,286
+10,025
62
$1.51M 0.47%
14,921
+3,815
63
$1.5M 0.46%
7,441
+951
64
$1.49M 0.46%
7,698
+1,243
65
$1.49M 0.46%
21,366
+3,267
66
$1.33M 0.41%
22,590
+4,970
67
$1.32M 0.41%
46,132
+18,235
68
$1.32M 0.41%
12,972
+2,122
69
$1.31M 0.41%
15,930
+2,653
70
$1.28M 0.4%
69,891
+12,222
71
$1.27M 0.39%
6,030
+3,407
72
$1.27M 0.39%
27,476
+18,215
73
$1.22M 0.38%
22,457
+11,501
74
$1.22M 0.38%
43,696
+9,200
75
$1.21M 0.37%
34,313
+10,041
1 2
3
4 5