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
$460M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.44M
3
+$1.63M
4
PM icon
Philip Morris
PM
+$1.22M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.21M

Top Sells

1
+$1.02M
2
+$692K
3
+$618K
4
VST icon
Vistra
VST
+$556K
5
PXD
Pioneer Natural Resource Co.
PXD
+$523K

Sector Composition

1 Technology 22.93%
2 Financials 14.5%
3 Healthcare 9.25%
4 Industrials 7.34%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.27M 0.49%
19,149
-407
52
$2.25M 0.49%
17,877
+3,216
53
$2.22M 0.48%
106,919
+45,662
54
$2.17M 0.47%
30,694
-1,093
55
$2.16M 0.47%
8,225
+2,677
56
$2.16M 0.47%
11,845
+1,551
57
$2.12M 0.46%
15,499
-747
58
$2.11M 0.46%
67,238
-926
59
$2.08M 0.45%
4,720
-257
60
$2.07M 0.45%
8,927
-509
61
$2.07M 0.45%
6,810
-449
62
$1.98M 0.43%
39,715
+14,082
63
$1.94M 0.42%
18,671
-1,012
64
$1.93M 0.42%
97,823
+37,455
65
$1.88M 0.41%
17,051
-1,608
66
$1.86M 0.4%
40,868
-1,370
67
$1.85M 0.4%
8,796
-459
68
$1.84M 0.4%
16,374
-824
69
$1.81M 0.39%
63,871
+20,907
70
$1.79M 0.39%
18,374
+3,993
71
$1.77M 0.39%
137,447
-7,542
72
$1.74M 0.38%
34,518
-3,675
73
$1.73M 0.38%
45,320
+16,731
74
$1.69M 0.37%
21,509
-748
75
$1.68M 0.36%
7,848
-1,297
1 2
3
4 5