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
$229M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$7.93M
3
+$5.17M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.7M
5
TXN icon
Texas Instruments
TXN
+$4.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.49%
2 Financials 14.23%
3 Healthcare 11.89%
4 Industrials 9.1%
5 Consumer Staples 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$859K 0.38%
+34,288
77
$840K 0.37%
+1,539
78
$837K 0.37%
+6,544
79
$828K 0.36%
+13,277
80
$828K 0.36%
+5,048
81
$811K 0.35%
+9,572
82
$786K 0.34%
+11,588
83
$691K 0.3%
+8,114
84
$684K 0.3%
+8,804
85
$683K 0.3%
+3,148
86
$678K 0.3%
+12,247
87
$673K 0.29%
+7,588
88
$650K 0.28%
+54,753
89
$646K 0.28%
+2,623
90
$628K 0.27%
+6,368
91
$622K 0.27%
+1,597
92
$619K 0.27%
+9,564
93
$591K 0.26%
+34,496
94
$587K 0.26%
+15,022
95
$576K 0.25%
+5,241
96
$574K 0.25%
+1,436
97
$574K 0.25%
+5,683
98
$571K 0.25%
+23,688
99
$571K 0.25%
+25,557
100
$566K 0.25%
+5,429
2 3
4
5 6