BHPW
Beverly Hills Private Wealth Portfolio holdings
AUM
$566M
1-Year Est. Return
20.43%
1 Year Est. Return
+20.43%
AUM
$533M
AUM Growth
+$27.6M
(+5.5%)
Holding
347
Top Buys
| 1 | +$2.72M | |
| 2 | +$2.55M | |
| 3 | +$1.58M | |
| 4 |
Janus Henderson AAA CLO ETF
JAAA
|
+$1.49M |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.27M |
Top Sells
| 1 | +$1.88M | |
| 2 | +$1.43M | |
| 3 | +$1.39M | |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.32M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$1.11M |
Sector Composition
| 1 | Technology | 21.21% |
| 2 | Financials | 16.59% |
| 3 | Consumer Discretionary | 7.67% |
| 4 | Communication Services | 7.11% |
| 5 | Healthcare | 6.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Abbott
ABT
$212B
| $1.91M | 0.36% |
14,079
-600
|
|
||
77
Diageo
DEO
$49.2B
| $1.88M | 0.35% |
18,676
-256
|
|
||
78
PACCAR
PCAR
$63.7B
| $1.86M | 0.35% |
19,593
+2,092
|
|
||
79
WEC Energy
WEC
$35.3B
| $1.83M | 0.34% |
17,587
+544
|
|
||
80
Altria Group
MO
$104B
| $1.82M | 0.34% |
31,126
-1,335
|
|
||
81
Dominion Energy
D
$52.2B
| $1.82M | 0.34% |
32,266
+3,755
|
|
||
82
Becton Dickinson
BDX
$59B
| $1.79M | 0.34% |
10,392
+910
|
|
||
83
Global X 1-3 Month T-Bill ETF
CLIP
$2.17B
| $1.73M | 0.32% |
17,230
-4,925
|
|
||
84
TE Connectivity
TEL
$70.9B
| $1.73M | 0.32% |
10,240
-450
|
|
||
|
NBXG
85
Neuberger Next Generation Connectivity Fund Inc
NBXG
$1.15B
| $1.71M | 0.32% |
117,403
-130
|
|
||
86
Corning
GLW
$80.8B
| $1.69M | 0.32% |
32,138
+2,776
|
|
||
87
NextEra Energy
NEE
$174B
| $1.69M | 0.32% |
24,326
-1,144
|
|
||
88
iShares MSCI Global Gold Miners ETF
RING
$3.28B
| $1.68M | 0.31% |
38,298
-2,630
|
|
||
89
Trane Technologies
TT
$86.4B
| $1.66M | 0.31% |
3,794
-222
|
|
||
90
TJX Companies
TJX
$175B
| $1.6M | 0.3% |
12,970
-597
|
|
||
91
Morgan Stanley
MS
$301B
| $1.59M | 0.3% |
11,313
-31
|
|
||
|
EMBJ
92
Embraer S.A. ADS
EMBJ
$13.3B
| $1.55M | 0.29% |
27,199
-77
|
|
||
93
Accenture
ACN
$176B
| $1.53M | 0.29% |
5,120
-377
|
|
||
|
MRSH
94
Marsh
MRSH
$89.4B
| $1.52M | 0.28% |
6,945
-201
|
|
||
95
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.3B
| $1.51M | 0.28% |
60,253
+14,938
|
|
||
96
Amphenol
APH
$189B
| $1.45M | 0.27% |
14,641
-528
|
|
||
97
GSK
GSK
$97.3B
| $1.44M | 0.27% |
37,562
+4,464
|
|
||
98
KLA
KLAC
$206B
| $1.43M | 0.27% |
1,599
-49
|
|
||
99
Chubb
CB
$118B
| $1.42M | 0.27% |
4,909
+3,698
|
|
||
100
Cincinnati Financial
CINF
$25.3B
| $1.42M | 0.27% |
9,546
-393
|
|