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
$433M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$2.77M
3
+$2.54M
4
TSM icon
TSMC
TSM
+$1.26M
5
VZ icon
Verizon
VZ
+$1.25M

Top Sells

1
+$4.56M
2
+$2.5M
3
+$2.43M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$2.16M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.88M

Sector Composition

1 Technology 21.96%
2 Financials 14.57%
3 Healthcare 9.68%
4 Industrials 8.26%
5 Consumer Discretionary 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.55M 0.36%
5,548
+2,343
77
$1.54M 0.36%
73,987
-8,247
78
$1.52M 0.35%
7,701
-537
79
$1.48M 0.34%
1,900
-97
80
$1.46M 0.34%
25,633
+13,896
81
$1.43M 0.33%
20,757
-1,385
82
$1.42M 0.33%
3,344
-217
83
$1.37M 0.32%
8,121
+821
84
$1.37M 0.32%
28,015
+13,707
85
$1.35M 0.31%
14,381
+5,964
86
$1.32M 0.3%
13,650
-1,098
87
$1.31M 0.3%
6,517
+89
88
$1.29M 0.3%
60,368
+40,273
89
$1.29M 0.3%
61,257
+25,452
90
$1.24M 0.29%
1,775
+158
91
$1.23M 0.29%
9,968
+4,370
92
$1.19M 0.27%
+11,800
93
$1.16M 0.27%
42,964
+19,768
94
$1.1M 0.26%
22,734
+4,057
95
$1.08M 0.25%
42,901
+12,627
96
$1.08M 0.25%
39,079
+6,482
97
$1.06M 0.25%
36,423
-36
98
$1.06M 0.24%
30,051
-1,275
99
$1.06M 0.24%
28,589
+17,003
100
$1.05M 0.24%
5,506
-706
2 3
4
5 6