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
$229M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$7.93M
3
+$5.17M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.7M
5
TXN icon
Texas Instruments
TXN
+$4.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.49%
2 Financials 14.23%
3 Healthcare 11.89%
4 Industrials 9.1%
5 Consumer Staples 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$565K 0.25%
+6,486
102
$545K 0.24%
+5,122
103
$542K 0.24%
+7,243
104
$538K 0.23%
+7,064
105
$535K 0.23%
+3,767
106
$531K 0.23%
+10,956
107
$526K 0.23%
+5,903
108
$525K 0.23%
+6,821
109
$513K 0.22%
+7,576
110
$506K 0.22%
+4,733
111
$498K 0.22%
+27,066
112
$485K 0.21%
+5,104
113
$472K 0.21%
+15,159
114
$468K 0.2%
+1,783
115
$465K 0.2%
+10,145
116
$459K 0.2%
+1,217
117
$450K 0.2%
+6,037
118
$449K 0.2%
+8,925
119
$447K 0.2%
+4,343
120
$447K 0.2%
+7,814
121
$444K 0.19%
+1,944
122
$444K 0.19%
+5,029
123
$440K 0.19%
+6,074
124
$428K 0.19%
+7,280
125
$427K 0.19%
+9,706
3 4
5
6 7