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
$433M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$2.77M
3
+$2.54M
4
TSM icon
TSMC
TSM
+$1.26M
5
VZ icon
Verizon
VZ
+$1.25M

Top Sells

1
+$4.56M
2
+$2.5M
3
+$2.43M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$2.16M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.88M

Sector Composition

1 Technology 21.96%
2 Financials 14.57%
3 Healthcare 9.68%
4 Industrials 8.26%
5 Consumer Discretionary 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.4M 0.55%
19,556
-1,353
52
$2.4M 0.55%
4,977
-412
53
$2.24M 0.52%
17,198
-1,022
54
$2.24M 0.52%
19,683
+3,499
55
$2.18M 0.5%
14,661
+576
56
$2.15M 0.5%
9,436
-679
57
$2.03M 0.47%
31,787
+1,882
58
$2M 0.46%
29,781
-10,870
59
$1.92M 0.44%
38,193
+8,713
60
$1.91M 0.44%
9,255
-622
61
$1.89M 0.44%
18,659
-2,523
62
$1.88M 0.43%
9,145
-637
63
$1.85M 0.43%
17,507
+449
64
$1.84M 0.43%
42,238
+1,252
65
$1.83M 0.42%
22,257
+632
66
$1.7M 0.39%
144,989
+64,106
67
$1.7M 0.39%
53,643
+1,474
68
$1.65M 0.38%
74,569
+43,701
69
$1.65M 0.38%
13,287
-881
70
$1.64M 0.38%
33,301
+13,544
71
$1.6M 0.37%
22,821
-1,457
72
$1.57M 0.36%
5,235
-2,037
73
$1.57M 0.36%
41,304
+1,999
74
$1.55M 0.36%
6,320
-667
75
$1.55M 0.36%
10,294
+307
1 2
3
4 5