BHPW

Beverly Hills Private Wealth Portfolio holdings

AUM $600M
1-Year Est. Return 21.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$566M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$4.43M
2
+$2.68M
3
+$1.26M
4
ELV icon
Elevance Health
ELV
+$1.18M
5
SIL icon
Global X Silver Miners ETF NEW
SIL
+$918K

Top Sells

1
+$1.25M
2
+$1.22M
3
+$1.1M
4
AAPL icon
Apple
AAPL
+$1.08M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.06M

Sector Composition

1 Technology 21.56%
2 Financials 15.56%
3 Consumer Discretionary 7.62%
4 Healthcare 6.97%
5 Communication Services 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.15M 0.38%
7,888
-495
77
$2.12M 0.37%
9,638
-602
78
$2.09M 0.37%
4,561
-239
79
$2.01M 0.36%
18,458
-4,891
80
$2M 0.35%
5,332
-205
81
$1.96M 0.35%
17,146
-441
82
$1.96M 0.35%
29,723
-1,403
83
$1.96M 0.35%
19,952
+359
84
$1.96M 0.35%
15,819
+1,178
85
$1.91M 0.34%
31,161
-1,105
86
$1.9M 0.34%
28,366
+735
87
$1.85M 0.33%
12,803
-167
88
$1.83M 0.32%
13,667
-412
89
$1.81M 0.32%
117,403
90
$1.79M 0.32%
14,085
-491
91
$1.77M 0.31%
9,679
+7
92
$1.73M 0.31%
22,969
-1,357
93
$1.69M 0.3%
1,566
-33
94
$1.69M 0.3%
53,465
+15,778
95
$1.68M 0.3%
39,021
+1,459
96
$1.63M 0.29%
19,228
-6,044
97
$1.58M 0.28%
26,158
-1,041
98
$1.58M 0.28%
16,524
-2,152
99
$1.55M 0.27%
7,100
+39
100
$1.52M 0.27%
23,047
-1,351
2 3
4
5 6