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
$505M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.99M
3
+$1.39M
4
GLW icon
Corning
GLW
+$1.34M
5
MGM icon
MGM Resorts International
MGM
+$1.31M

Top Sells

1
+$1.75M
2
+$987K
3
+$848K
4
NVDA icon
NVIDIA
NVDA
+$791K
5
MS icon
Morgan Stanley
MS
+$704K

Sector Composition

1 Technology 19.67%
2 Financials 16.62%
3 Healthcare 8.36%
4 Consumer Discretionary 7.54%
5 Consumer Staples 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.31M 0.26%
46,335
+3,307
102
$1.29M 0.26%
6,112
-140
103
$1.28M 0.25%
33,098
+3,701
104
$1.28M 0.25%
18,855
+360
105
$1.27M 0.25%
11,576
+138
106
$1.26M 0.25%
27,276
-9,016
107
$1.25M 0.25%
5,755
-85
108
$1.23M 0.24%
11,774
-46
109
$1.22M 0.24%
29,299
-3
110
$1.22M 0.24%
2,395
-79
111
$1.21M 0.24%
1,471
-9
112
$1.14M 0.23%
6,937
+232
113
$1.13M 0.22%
50,921
-3,285
114
$1.13M 0.22%
45,315
-59
115
$1.12M 0.22%
1,648
-5
116
$1.09M 0.22%
1,155
+33
117
$1.07M 0.21%
21,611
-56
118
$1.04M 0.21%
4,418
-247
119
$1.04M 0.21%
41,005
+1,887
120
$1.02M 0.2%
4,116
-173
121
$1.01M 0.2%
17,664
+6,247
122
$995K 0.2%
15,169
+117
123
$982K 0.19%
15,186
+357
124
$982K 0.19%
6,739
+84
125
$968K 0.19%
8,687
-1,082
3 4
5
6 7