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
$433M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$2.77M
3
+$2.54M
4
TSM icon
TSMC
TSM
+$1.26M
5
VZ icon
Verizon
VZ
+$1.25M

Top Sells

1
+$4.56M
2
+$2.5M
3
+$2.43M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$2.16M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.88M

Sector Composition

1 Technology 21.96%
2 Financials 14.57%
3 Healthcare 9.68%
4 Industrials 8.26%
5 Consumer Discretionary 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.05M 0.24%
24,501
+5,190
102
$1.05M 0.24%
6,181
-132
103
$1.04M 0.24%
1,599
+49
104
$1.04M 0.24%
34,288
105
$1.03M 0.24%
22,700
+3,683
106
$1.02M 0.24%
14,714
+5,633
107
$967K 0.22%
8,748
-697
108
$953K 0.22%
12,193
+7,165
109
$947K 0.22%
19,746
+8,541
110
$943K 0.22%
47,155
+35,814
111
$919K 0.21%
112,168
+67,343
112
$892K 0.21%
+15,826
113
$892K 0.21%
16,658
+9,239
114
$884K 0.2%
4,471
-465
115
$883K 0.2%
2,302
-84
116
$877K 0.2%
4,250
+1,913
117
$866K 0.2%
9,367
-18,161
118
$830K 0.19%
3,353
+1,493
119
$830K 0.19%
2,264
+7
120
$817K 0.19%
22,572
+7,135
121
$815K 0.19%
9,793
-429
122
$788K 0.18%
25,662
-465
123
$786K 0.18%
39,968
-3,045
124
$785K 0.18%
1,072
-15
125
$784K 0.18%
1,157
-69
3 4
5
6 7