BHPW

Beverly Hills Private Wealth Portfolio holdings

AUM $533M
1-Year Est. Return 19.62%
This Quarter Est. Return
1 Year Est. Return
+19.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$336M
AUM Growth
-$272M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$905K
3
+$700K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$596K
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$465K

Top Sells

1
+$11.6M
2
+$9.29M
3
+$5.41M
4
LOW icon
Lowe's Companies
LOW
+$5.16M
5
CVX icon
Chevron
CVX
+$5.08M

Sector Composition

1 Technology 23.63%
2 Financials 14.62%
3 Healthcare 10.85%
4 Industrials 8.71%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.15M 0.34%
12,639
-4,945
77
$1.14M 0.34%
34,524
-25,510
78
$1.12M 0.33%
7,406
79
$1.08M 0.32%
39,600
-12,494
80
$1.08M 0.32%
11,568
-11,520
81
$1.04M 0.31%
3,478
+174
82
$1.03M 0.31%
9,284
+77
83
$992K 0.3%
22,696
-25,564
84
$965K 0.29%
28,965
-24,417
85
$961K 0.29%
1,790
-1,068
86
$959K 0.29%
11,181
-10,123
87
$939K 0.28%
5,364
-5,360
88
$922K 0.27%
14,764
-15,807
89
$913K 0.27%
29,063
-33,791
90
$905K 0.27%
+17,984
91
$895K 0.27%
34,288
-34,288
92
$895K 0.27%
6,376
-5,787
93
$881K 0.26%
2,001
-2,015
94
$864K 0.26%
22,605
-13,903
95
$846K 0.25%
6,423
-7,167
96
$844K 0.25%
17,259
-19,613
97
$799K 0.24%
7,459
-8,070
98
$793K 0.24%
1,553
-47
99
$775K 0.23%
37,423
-9,353
100
$773K 0.23%
9,870
-9,466
2 3
4
5 6