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
$460M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.44M
3
+$1.63M
4
PM icon
Philip Morris
PM
+$1.22M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.21M

Top Sells

1
+$1.02M
2
+$692K
3
+$618K
4
VST icon
Vistra
VST
+$556K
5
PXD
Pioneer Natural Resource Co.
PXD
+$523K

Sector Composition

1 Technology 22.93%
2 Financials 14.5%
3 Healthcare 9.25%
4 Industrials 7.34%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.67M 0.36%
1,846
-54
77
$1.67M 0.36%
19,789
+7,596
78
$1.62M 0.35%
4,919
-316
79
$1.61M 0.35%
16,450
-1,057
80
$1.6M 0.35%
47,057
-6,586
81
$1.59M 0.35%
32,459
-842
82
$1.57M 0.34%
39,502
-1,802
83
$1.57M 0.34%
79,752
+32,597
84
$1.55M 0.34%
13,158
-129
85
$1.5M 0.33%
72,200
-1,787
86
$1.43M 0.31%
21,855
-966
87
$1.41M 0.31%
7,250
-451
88
$1.4M 0.3%
3,142
-202
89
$1.37M 0.3%
62,274
-12,295
90
$1.36M 0.29%
163,663
+51,495
91
$1.35M 0.29%
28,541
+8,795
92
$1.32M 0.29%
5,817
-503
93
$1.32M 0.29%
7,592
-529
94
$1.31M 0.29%
12,344
-1,306
95
$1.29M 0.28%
55,244
+22,291
96
$1.28M 0.28%
12,720
+920
97
$1.27M 0.28%
12,315
+2,347
98
$1.26M 0.27%
18,902
-1,855
99
$1.21M 0.26%
5,161
+1,808
100
$1.15M 0.25%
1,394
-381
2 3
4
5 6