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
$495M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.75M
3
+$2.72M
4
GNMA icon
iShares GNMA Bond ETF
GNMA
+$2.63M
5
AMZN icon
Amazon
AMZN
+$2.07M

Top Sells

1
+$3.92M
2
+$2.35M
3
+$1.44M
4
AVGO icon
Broadcom
AVGO
+$1.04M
5
JBBB icon
Janus Henderson B-BBB CLO ETF
JBBB
+$927K

Sector Composition

1 Technology 21.49%
2 Financials 14.36%
3 Healthcare 8.9%
4 Consumer Discretionary 8.4%
5 Consumer Staples 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.53M 0.51%
5,622
-1,754
52
$2.52M 0.51%
4,778
-1,149
53
$2.49M 0.5%
49,154
+14,636
54
$2.47M 0.5%
97,882
+42,638
55
$2.46M 0.5%
17,562
-315
56
$2.46M 0.5%
23,635
+5,261
57
$2.4M 0.49%
218,372
-11,822
58
$2.39M 0.48%
22,557
+8,937
59
$2.39M 0.48%
9,615
-1,857
60
$2.31M 0.47%
47,851
+19,310
61
$2.25M 0.45%
26,622
-4,072
62
$2.23M 0.45%
26,658
-6,105
63
$2.19M 0.44%
69,819
+23,937
64
$2.17M 0.44%
129,933
+50,181
65
$2.16M 0.44%
16,106
-3,043
66
$2.1M 0.43%
4,263
-457
67
$2.1M 0.42%
7,743
-1,184
68
$2.09M 0.42%
52,573
+5,516
69
$2.09M 0.42%
6,306
-1,181
70
$2.08M 0.42%
5,894
-916
71
$2.08M 0.42%
230,445
+66,782
72
$2.02M 0.41%
56,456
-10,782
73
$2.01M 0.41%
219,353
+129,080
74
$1.9M 0.38%
11,482
-363
75
$1.9M 0.38%
24,360
+7,938
1 2
3
4 5