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
$323M
AUM Growth
+$93.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$4.21M
3
+$2.88M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.79M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.15M

Top Sells

1
+$1.28M
2
+$927K
3
+$566K
4
DWX icon
SPDR S&P International Dividend ETF
DWX
+$449K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$361K

Sector Composition

1 Technology 23.85%
2 Financials 14.13%
3 Healthcare 10.79%
4 Industrials 8.56%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$792K 0.25%
+9,017
102
$790K 0.25%
1,772
+175
103
$760K 0.24%
1,699
+263
104
$755K 0.23%
16,867
+7,161
105
$702K 0.22%
8,700
+1,457
106
$700K 0.22%
10,429
+865
107
$692K 0.21%
13,318
+4,393
108
$691K 0.21%
7,075
+1,172
109
$683K 0.21%
7,810
+1,324
110
$675K 0.21%
7,549
+1,181
111
$673K 0.21%
6,117
+995
112
$662K 0.21%
9,578
+1,764
113
$662K 0.21%
+13,574
114
$654K 0.2%
52,235
+2,279
115
$644K 0.2%
3,759
+1,631
116
$629K 0.2%
1,257
+198
117
$622K 0.19%
2,108
+1,382
118
$618K 0.19%
12,743
+2,598
119
$610K 0.19%
31,696
+4,630
120
$607K 0.19%
5,550
+969
121
$598K 0.19%
4,021
+2,606
122
$597K 0.19%
8,206
+1,385
123
$597K 0.19%
4,498
+731
124
$597K 0.19%
8,747
+1,467
125
$587K 0.18%
2,429
+646
3 4
5
6 7