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
$323M
AUM Growth
+$93.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$4.21M
3
+$2.88M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.79M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.15M

Top Sells

1
+$1.28M
2
+$927K
3
+$566K
4
DWX icon
SPDR S&P International Dividend ETF
DWX
+$449K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$361K

Sector Composition

1 Technology 23.85%
2 Financials 14.13%
3 Healthcare 10.79%
4 Industrials 8.56%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.18M 0.37%
34,341
-13,101
77
$1.14M 0.35%
5,790
+742
78
$1.11M 0.34%
+8,954
79
$1.09M 0.34%
8,303
+2,143
80
$1.04M 0.32%
7,514
+970
81
$1.04M 0.32%
27,218
+12,196
82
$1.03M 0.32%
39,835
+16,147
83
$1.01M 0.31%
+9,100
84
$995K 0.31%
9,571
+1,983
85
$990K 0.31%
+7,340
86
$959K 0.3%
12,052
+4,476
87
$953K 0.3%
10,367
+2,028
88
$931K 0.29%
13,411
+1,823
89
$924K 0.29%
34,288
90
$921K 0.29%
9,830
+6,114
91
$917K 0.28%
1,985
+446
92
$902K 0.28%
15,231
+2,984
93
$894K 0.28%
35,516
+9,959
94
$851K 0.26%
6,670
+1,429
95
$836K 0.26%
10,367
+1,563
96
$818K 0.25%
8,358
+2,675
97
$814K 0.25%
3,682
+534
98
$814K 0.25%
7,846
+2,817
99
$801K 0.25%
11,047
+2,933
100
$795K 0.25%
8,571
+1,507
2 3
4
5 6