BHPW
Beverly Hills Private Wealth Portfolio holdings
AUM $505M
AUM
$505M
AUM Growth
+$10.1M (+2%)
Cap. Flow
+$16M
Cap. Flow % of AUM
3.16%
Top 10 Holdings %Top 10 Hldgs %
26.07%
Holding
350
New
17
Increased
169
Reduced
133
Closed
14
Top Buys
| 1 | $2.5M | |
| 2 | $1.99M | |
| 3 | $1.39M | |
| 4 | $1.34M | |
| 5 | $1.31M |
Top Sells
| 1 | $1.75M | |
| 2 | $987K | |
| 3 | $848K | |
| 4 | $791K | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.91M | 0.38% | 25,612 -244 | -0.9% | -$18.2K | |||
| $1.86M | 0.37% | 28,508 +2,874 | +11% | +$188K | |||
| $1.86M | 0.37% | 17,043 -284 | -2% | -$31K | |||
| $1.81M | 0.36% | 25,470 -638 | -2% | -$45.2K | |||
| $1.74M | 0.34% | 7,146 -260 | -4% | -$63.4K | |||
| $1.73M | 0.34% | 29,030 +1,759 | +6% | +$105K | |||
| $1.72M | 0.34% | 5,497 -198 | -3% | -$61.8K | |||
| $1.7M | 0.34% | 17,501 +1,168 | +7% | +$114K | |||
| $1.65M | 0.33% | 13,567 -561 | -4% | -$68.3K | |||
| $1.61M | 0.32% | 58,113 +12,384 | +27% | +$343K | |||
| $1.6M | 0.32% | 28,511 +1,014 | +4% | +$56.9K | |||
| $1.57M | 0.31% | 40,928 -6,854 | -14% | -$263K | |||
| $1.57M | 0.31% | 5,767 -382 | -6% | -$104K | |||
| $1.56M | 0.31% | 18,543 +316 | +2% | +$26.5K | |||
| $1.51M | 0.3% | 10,690 -413 | -4% | -$58.4K | |||
| $1.49M | 0.29% | 13,287 -320 | -2% | -$35.8K | |||
| $1.48M | 0.29% | 7,495 -2,133 | -22% | -$422K | |||
| $1.47M | 0.29% | 9,939 -155 | -2% | -$22.9K | |||
| $1.44M | 0.28% | 117,533 +8,051 | +7% | +$98.6K | |||
| $1.39M | 0.27% | 6,632 | New | +$1.39M | |||
| $1.35M | 0.27% | 4,016 -6 | -0.2% | -$2.02K | |||
| $1.34M | 0.27% | 29,362 | New | +$1.34M | |||
| $1.32M | 0.26% | 11,344 -6,030 | -35% | -$704K | |||
| $1.31M | 0.26% | 42,830 +2,707 | +7% | +$82.9K | |||
| $1.31M | 0.26% | 44,235 | New | +$1.31M |
