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
$460M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.44M
3
+$1.63M
4
PM icon
Philip Morris
PM
+$1.22M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.21M

Top Sells

1
+$1.02M
2
+$692K
3
+$618K
4
VST icon
Vistra
VST
+$556K
5
PXD
Pioneer Natural Resource Co.
PXD
+$523K

Sector Composition

1 Technology 22.93%
2 Financials 14.5%
3 Healthcare 9.25%
4 Industrials 7.34%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.13M 0.25%
6,518
+1
102
$1.12M 0.24%
18,694
+7,111
103
$1.11M 0.24%
40,284
-2,617
104
$1.11M 0.24%
45,882
+16,705
105
$1.1M 0.24%
5,528
-653
106
$1.1M 0.24%
20,090
+4,264
107
$1.09M 0.24%
23,358
+7,421
108
$1.08M 0.24%
22,317
-417
109
$1.08M 0.23%
1,643
+44
110
$1.05M 0.23%
5,095
+2,085
111
$1.05M 0.23%
37,671
-1,408
112
$1.05M 0.23%
11,269
+3,791
113
$1.03M 0.22%
30,050
-1
114
$1.02M 0.22%
34,288
115
$1.01M 0.22%
34,971
-1,452
116
$1.01M 0.22%
11,031
+1,664
117
$981K 0.21%
13,620
+5,843
118
$953K 0.21%
16,422
+5,720
119
$951K 0.21%
19,850
+7,094
120
$943K 0.21%
22,533
+5,875
121
$937K 0.2%
4,106
-365
122
$929K 0.2%
1,591
+516
123
$929K 0.2%
1,092
+20
124
$927K 0.2%
18,851
-9,164
125
$923K 0.2%
8,357
-391
3 4
5
6 7