BHPW
Beverly Hills Private Wealth Portfolio holdings
AUM
$566M
1-Year Est. Return
20.43%
1 Year Est. Return
+20.43%
AUM
$533M
AUM Growth
+$27.6M
(+5.5%)
Holding
347
Top Buys
| 1 | +$2.72M | |
| 2 | +$2.55M | |
| 3 | +$1.58M | |
| 4 |
Janus Henderson AAA CLO ETF
JAAA
|
+$1.49M |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.27M |
Top Sells
| 1 | +$1.88M | |
| 2 | +$1.43M | |
| 3 | +$1.39M | |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.32M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$1.11M |
Sector Composition
| 1 | Technology | 21.21% |
| 2 | Financials | 16.59% |
| 3 | Consumer Discretionary | 7.67% |
| 4 | Communication Services | 7.11% |
| 5 | Healthcare | 6.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Walmart
WMT
$817B
| $2.83M | 0.53% |
28,989
-3,465
|
|
||
52
Progressive
PGR
$132B
| $2.82M | 0.53% |
10,585
-329
|
|
||
53
Suncor Energy
SU
$53.3B
| $2.72M | 0.51% |
72,752
+4,332
|
|
||
54
Norfolk Southern
NSC
$63.7B
| $2.68M | 0.5% |
10,472
+1,450
|
|
||
|
AIV
55
Aimco
AIV
$815M
| $2.59M | 0.49% |
299,995
+24,401
|
|
||
56
AbbVie
ABBV
$411B
| $2.56M | 0.48% |
13,781
+65
|
|
||
57
Kayne Anderson Energy Infrastructure Fund
KYN
$2.04B
| $2.49M | 0.47% |
195,455
+145
|
|
||
58
American Express
AXP
$246B
| $2.47M | 0.46% |
7,752
+249
|
|
||
59
Air Products & Chemicals
APD
$57.7B
| $2.36M | 0.44% |
8,383
-475
|
|
||
60
Linde
LIN
$198B
| $2.36M | 0.44% |
5,030
-271
|
|
||
61
Mastercard
MA
$490B
| $2.33M | 0.44% |
4,149
-40
|
|
||
62
Starbucks
SBUX
$96.4B
| $2.32M | 0.43% |
25,272
-1,287
|
|
||
63
Cenovus Energy
CVE
$34.3B
| $2.21M | 0.41% |
162,235
-6,938
|
|
||
64
HP
HPQ
$22.9B
| $2.2M | 0.41% |
89,927
+31,814
|
|
||
65
Northrop Grumman
NOC
$79.6B
| $2.19M | 0.41% |
4,377
-244
|
|
||
|
66
Berkshire Hathaway Class A
BRK.A
$1.1T
| $2.19M | 0.41% |
3
|
|
||
67
Bank of New York Mellon
BK
$77B
| $2.13M | 0.4% |
23,349
+4,806
|
|
||
68
Paychex
PAYX
$40.3B
| $2.12M | 0.4% |
14,576
-754
|
|
||
69
Alibaba
BABA
$367B
| $2.08M | 0.39% |
18,378
+909
|
|
||
70
Fastenal
FAST
$46.4B
| $2.07M | 0.39% |
49,283
-2,285
|
|
||
71
PayPal
PYPL
$58.8B
| $2.05M | 0.38% |
27,631
-877
|
|
||
72
Motorola Solutions
MSI
$63.3B
| $2.02M | 0.38% |
4,800
-250
|
|
||
73
Philips
PHG
$27.3B
| $2.01M | 0.38% |
83,736
+1,225
|
|
||
74
Fidelity National Information Services
FIS
$33.3B
| $1.99M | 0.37% |
24,398
-1,214
|
|
||
75
Eaton
ETN
$137B
| $1.98M | 0.37% |
5,537
-230
|
|