BHPW

Beverly Hills Private Wealth Portfolio holdings

AUM $505M
AUM
$505M
AUM Growth
+$10.1M
Cap. Flow
+$16M
Cap. Flow %
3.16%
Top 10 Hldgs %
26.07%
Holding
350
New
17
Increased
169
Reduced
133
Closed
14

Top Buys

1
$2.5M
2
$1.99M
3
$1.39M
4
$1.34M
5
$1.31M

Top Sells

1
$1.75M
2
$987K
3
$848K
4
$791K
5
$704K

Sector Composition

1Technology19.67%
2Financials16.62%
3Healthcare8.36%
4Consumer Discretionary7.54%
5Consumer Staples7.47%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.31M0.26%46,335
+3,307
+8%
+$93.5K
$1.29M0.26%6,112
-140
-2%
-$29.6K
$1.28M0.25%33,098
+3,701
+13%
+$143K
$1.28M0.25%18,855
+360
+2%
+$24.4K
$1.27M0.25%11,576
+138
+1%
+$15.2K
$1.26M0.25%27,276
-9,016
-25%
-$417K
$1.25M0.25%5,755
-85
-1%
-$18.5K
$1.23M0.24%11,774
-46
-0.4%
-$4.79K
$1.22M0.24%29,299
-3
-0%
-$125
$1.22M0.24%2,395
-79
-3%
-$40.1K
$1.21M0.24%1,471
-9
-0.6%
-$7.43K
$1.14M0.23%6,937
+232
+3%
+$38.2K
$1.13M0.22%50,921
-3,285
-6%
-$72.8K
$1.13M0.22%45,315
-59
-0.1%
-$1.47K
$1.12M0.22%1,648
-5
-0.3%
-$3.4K
$1.09M0.22%1,155
+33
+3%
+$31.2K
$1.07M0.21%21,611
-56
-0.3%
-$2.78K
$1.04M0.21%4,418
-247
-5%
-$58.4K
$1.04M0.21%41,005
+1,887
+5%
+$47.9K
$1.02M0.2%4,116
-173
-4%
-$43K
$1.01M0.2%17,664
+6,247
+55%
+$357K
$995K0.2%15,169
+117
+0.8%
+$7.67K
$982K0.19%15,186
+357
+2%
+$23.1K
$982K0.19%6,739
+84
+1%
+$12.2K
$968K0.19%8,687
-1,082
-11%
-$121K
1 3456714