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
$495M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.75M
3
+$2.72M
4
GNMA icon
iShares GNMA Bond ETF
GNMA
+$2.63M
5
AMZN icon
Amazon
AMZN
+$2.07M

Top Sells

1
+$3.92M
2
+$2.35M
3
+$1.44M
4
AVGO icon
Broadcom
AVGO
+$1.04M
5
JBBB icon
Janus Henderson B-BBB CLO ETF
JBBB
+$927K

Sector Composition

1 Technology 21.49%
2 Financials 14.36%
3 Healthcare 8.9%
4 Consumer Discretionary 8.4%
5 Consumer Staples 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.35M 0.27%
26,405
+6,555
102
$1.32M 0.27%
2,555
-587
103
$1.31M 0.27%
24,887
+2,354
104
$1.31M 0.26%
39,595
-689
105
$1.29M 0.26%
17,967
-727
106
$1.28M 0.26%
61,254
-10,946
107
$1.24M 0.25%
35,126
+4,901
108
$1.23M 0.25%
10,668
-1,676
109
$1.22M 0.25%
6,225
-1,367
110
$1.21M 0.25%
2,452
+861
111
$1.2M 0.24%
4,885
-932
112
$1.17M 0.24%
1,516
+122
113
$1.14M 0.23%
100,933
+42,431
114
$1.13M 0.23%
11,280
-1,440
115
$1.12M 0.23%
29,268
-782
116
$1.11M 0.23%
36,047
+4,993
117
$1.09M 0.22%
34,288
118
$1.09M 0.22%
5,381
+1,704
119
$1.08M 0.22%
18,699
-3,618
120
$1.07M 0.22%
6,579
+61
121
$1.06M 0.21%
3,065
+1,029
122
$1.04M 0.21%
+10,283
123
$1.04M 0.21%
+6,889
124
$1.03M 0.21%
1,662
+19
125
$1.03M 0.21%
15,865
-3,037
3 4
5
6 7