BHPW

Beverly Hills Private Wealth Portfolio holdings

AUM $533M
1-Year Est. Return 19.62%
This Quarter Est. Return
1 Year Est. Return
+19.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$336M
AUM Growth
-$272M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$905K
3
+$700K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$596K
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$465K

Top Sells

1
+$11.6M
2
+$9.29M
3
+$5.41M
4
LOW icon
Lowe's Companies
LOW
+$5.16M
5
CVX icon
Chevron
CVX
+$5.08M

Sector Composition

1 Technology 23.63%
2 Financials 14.62%
3 Healthcare 10.85%
4 Industrials 8.71%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$765K 0.23%
11,226
-14,843
102
$733K 0.22%
6,596
+46
103
$719K 0.21%
9,189
+5
104
$719K 0.21%
8,099
+679
105
$719K 0.21%
1,759
-1,759
106
$716K 0.21%
2,664
-517
107
$701K 0.21%
14,196
-14,439
108
$700K 0.21%
+14,009
109
$693K 0.21%
8,028
-9,376
110
$673K 0.2%
6,186
-6,321
111
$667K 0.2%
9,844
-15,535
112
$666K 0.2%
10,003
-10,846
113
$663K 0.2%
4,563
-4,679
114
$657K 0.2%
1,432
-1,367
115
$647K 0.19%
2,140
-751
116
$643K 0.19%
9,716
-9,847
117
$638K 0.19%
3,751
-3,409
118
$636K 0.19%
1,377
-1,395
119
$629K 0.19%
2,305
-62
120
$627K 0.19%
17,302
-6,681
121
$627K 0.19%
10,817
-10,646
122
$615K 0.18%
5,750
-5,897
123
$613K 0.18%
8,836
-8,957
124
$612K 0.18%
8,286
-8,552
125
$602K 0.18%
6,924
-4,649
3 4
5
6 7