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
$495M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.75M
3
+$2.72M
4
GNMA icon
iShares GNMA Bond ETF
GNMA
+$2.63M
5
AMZN icon
Amazon
AMZN
+$2.07M

Top Sells

1
+$3.92M
2
+$2.35M
3
+$1.44M
4
AVGO icon
Broadcom
AVGO
+$1.04M
5
JBBB icon
Janus Henderson B-BBB CLO ETF
JBBB
+$927K

Sector Composition

1 Technology 21.49%
2 Financials 14.36%
3 Healthcare 8.9%
4 Consumer Discretionary 8.4%
5 Consumer Staples 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.9M 0.38%
19,261
+6,946
77
$1.89M 0.38%
7,821
+2,660
78
$1.87M 0.38%
14,102
-10,869
79
$1.8M 0.36%
15,814
-2,857
80
$1.8M 0.36%
14,257
-2,117
81
$1.74M 0.35%
18,140
-3,369
82
$1.73M 0.35%
33,849
-7,019
83
$1.71M 0.35%
14,526
-2,525
84
$1.69M 0.34%
12,429
-3,070
85
$1.69M 0.34%
7,583
-1,213
86
$1.66M 0.34%
27,040
+6,950
87
$1.63M 0.33%
45,345
+19,682
88
$1.62M 0.33%
4,163
-756
89
$1.58M 0.32%
16,693
+5,424
90
$1.55M 0.31%
34,644
+11,286
91
$1.52M 0.31%
1,721
-125
92
$1.51M 0.31%
12,758
-3,692
93
$1.48M 0.3%
115,056
-22,391
94
$1.45M 0.29%
36,479
-3,023
95
$1.44M 0.29%
24,962
-7,497
96
$1.42M 0.29%
10,463
-2,695
97
$1.41M 0.28%
6,055
-1,195
98
$1.38M 0.28%
11,656
+3,407
99
$1.36M 0.27%
18,449
-3,406
100
$1.35M 0.27%
6,548
-1,300
2 3
4
5 6