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
$505M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.99M
3
+$1.39M
4
GLW icon
Corning
GLW
+$1.34M
5
MGM icon
MGM Resorts International
MGM
+$1.31M

Top Sells

1
+$1.75M
2
+$987K
3
+$848K
4
NVDA icon
NVIDIA
NVDA
+$791K
5
MS icon
Morgan Stanley
MS
+$704K

Sector Composition

1 Technology 19.67%
2 Financials 16.62%
3 Healthcare 8.36%
4 Consumer Discretionary 7.54%
5 Consumer Staples 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.91M 0.38%
25,612
-244
77
$1.86M 0.37%
28,508
+2,874
78
$1.86M 0.37%
17,043
-284
79
$1.81M 0.36%
25,470
-638
80
$1.74M 0.34%
7,146
-260
81
$1.73M 0.34%
29,030
+1,759
82
$1.72M 0.34%
5,497
-198
83
$1.7M 0.34%
17,501
+1,168
84
$1.65M 0.33%
13,567
-561
85
$1.61M 0.32%
58,113
+12,384
86
$1.6M 0.32%
28,511
+1,014
87
$1.57M 0.31%
40,928
-6,854
88
$1.57M 0.31%
5,767
-382
89
$1.56M 0.31%
18,543
+316
90
$1.51M 0.3%
10,690
-413
91
$1.49M 0.29%
13,287
-320
92
$1.48M 0.29%
7,495
-2,133
93
$1.47M 0.29%
9,939
-155
94
$1.44M 0.28%
117,533
+8,051
95
$1.39M 0.27%
+6,632
96
$1.35M 0.27%
4,016
-6
97
$1.34M 0.27%
+29,362
98
$1.32M 0.26%
11,344
-6,030
99
$1.31M 0.26%
42,830
+2,707
100
$1.31M 0.26%
+44,235
2 3
4
5 6