BHPW

Beverly Hills Private Wealth Portfolio holdings

AUM $533M
1-Year Est. Return 19.62%
This Quarter Est. Return
1 Year Est. Return
+19.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$336M
AUM Growth
-$272M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$905K
3
+$700K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$596K
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$465K

Top Sells

1
+$11.6M
2
+$9.29M
3
+$5.41M
4
LOW icon
Lowe's Companies
LOW
+$5.16M
5
CVX icon
Chevron
CVX
+$5.08M

Sector Composition

1 Technology 23.63%
2 Financials 14.62%
3 Healthcare 10.85%
4 Industrials 8.71%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.88M 0.56%
10,151
-9,165
52
$1.84M 0.55%
19,976
-18,552
53
$1.78M 0.53%
4,077
-3,049
54
$1.7M 0.5%
17,506
-13,597
55
$1.7M 0.5%
8,355
-9,505
56
$1.67M 0.5%
62,080
-13,442
57
$1.64M 0.49%
14,832
-14,122
58
$1.62M 0.48%
36,360
-36,950
59
$1.6M 0.48%
15,742
-16,680
60
$1.6M 0.48%
153,710
+1,349
61
$1.57M 0.47%
44,053
+235
62
$1.56M 0.46%
80,049
63
$1.55M 0.46%
10,404
-10,331
64
$1.55M 0.46%
11,720
+277
65
$1.52M 0.45%
21,910
-21,324
66
$1.51M 0.45%
8,702
-8,674
67
$1.5M 0.45%
14,690
-14,965
68
$1.5M 0.45%
22,815
-24,534
69
$1.48M 0.44%
7,272
-7,950
70
$1.38M 0.41%
+8,405
71
$1.35M 0.4%
8,770
-5,604
72
$1.34M 0.4%
3,665
-3,653
73
$1.34M 0.4%
24,923
-25,652
74
$1.27M 0.38%
9,674
+520
75
$1.21M 0.36%
44,291
-20,030
1 2
3
4 5