BHPW

Beverly Hills Private Wealth Portfolio holdings

AUM $600M
1-Year Est. Return 21.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$566M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$4.43M
2
+$2.68M
3
+$1.26M
4
ELV icon
Elevance Health
ELV
+$1.18M
5
SIL icon
Global X Silver Miners ETF NEW
SIL
+$918K

Top Sells

1
+$1.25M
2
+$1.22M
3
+$1.1M
4
AAPL icon
Apple
AAPL
+$1.08M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.06M

Sector Composition

1 Technology 21.56%
2 Financials 15.56%
3 Consumer Discretionary 7.62%
4 Healthcare 6.97%
5 Communication Services 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.05M 0.54%
27,074
-485
52
$2.98M 0.53%
9,913
-559
53
$2.96M 0.52%
172,696
54
$2.89M 0.51%
40,387
+16,367
55
$2.82M 0.5%
27,349
-1,640
56
$2.8M 0.49%
164,584
+2,349
57
$2.79M 0.49%
+20,213
58
$2.76M 0.49%
33,687
+1,549
59
$2.64M 0.47%
4,338
-39
60
$2.62M 0.46%
75,745
-37,101
61
$2.58M 0.46%
325,116
+25,121
62
$2.55M 0.45%
45,901
+1,019
63
$2.53M 0.45%
13,529
+3,137
64
$2.52M 0.45%
92,632
+2,705
65
$2.5M 0.44%
25,290
+5,980
66
$2.49M 0.44%
10,103
-482
67
$2.48M 0.44%
38,298
68
$2.4M 0.42%
194,265
-1,190
69
$2.4M 0.42%
7,223
-529
70
$2.38M 0.42%
4,188
+39
71
$2.36M 0.42%
86,635
+2,899
72
$2.32M 0.41%
47,357
-1,926
73
$2.3M 0.41%
4,841
-189
74
$2.26M 0.4%
3
75
$2.23M 0.39%
22,201
+4,971
1 2
3
4 5