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
$505M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.99M
3
+$1.39M
4
GLW icon
Corning
GLW
+$1.34M
5
MGM icon
MGM Resorts International
MGM
+$1.31M

Top Sells

1
+$1.75M
2
+$987K
3
+$848K
4
NVDA icon
NVIDIA
NVDA
+$791K
5
MS icon
Morgan Stanley
MS
+$704K

Sector Composition

1 Technology 19.67%
2 Financials 16.62%
3 Healthcare 8.36%
4 Consumer Discretionary 7.54%
5 Consumer Staples 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.61M 0.52%
26,559
-16
52
$2.55M 0.5%
55,498
+2,765
53
$2.51M 0.5%
195,310
-19,485
54
$2.47M 0.49%
5,301
-374
55
$2.43M 0.48%
275,594
+20,143
56
$2.42M 0.48%
15,643
+3,874
57
$2.4M 0.47%
3
58
$2.37M 0.47%
23,203
+4,563
59
$2.37M 0.47%
4,621
-117
60
$2.37M 0.47%
15,330
-131
61
$2.35M 0.47%
169,173
+25,288
62
$2.31M 0.46%
17,469
-4,929
63
$2.3M 0.45%
4,189
-40
64
$2.26M 0.45%
14,395
+12,653
65
$2.23M 0.44%
22,155
-2,845
66
$2.21M 0.44%
5,050
-227
67
$2.17M 0.43%
9,482
+912
68
$2.14M 0.42%
9,022
-170
69
$2.02M 0.4%
7,503
-18
70
$2.01M 0.4%
82,511
+6,905
71
$2M 0.4%
51,568
-2,832
72
$1.98M 0.39%
18,932
+1,733
73
$1.95M 0.39%
32,461
-427
74
$1.95M 0.39%
14,679
-642
75
$1.91M 0.38%
2,845
+194
1 2
3
4 5