BHPW

Beverly Hills Private Wealth Portfolio holdings

AUM $600M
1-Year Est. Return 21.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$566M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$4.43M
2
+$2.68M
3
+$1.26M
4
ELV icon
Elevance Health
ELV
+$1.18M
5
SIL icon
Global X Silver Miners ETF NEW
SIL
+$918K

Top Sells

1
+$1.25M
2
+$1.22M
3
+$1.1M
4
AAPL icon
Apple
AAPL
+$1.08M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.06M

Sector Composition

1 Technology 21.56%
2 Financials 15.56%
3 Consumer Discretionary 7.62%
4 Healthcare 6.97%
5 Communication Services 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.46M 0.26%
3,454
-340
102
$1.44M 0.25%
19,433
-1,605
103
$1.43M 0.25%
12,525
-312
104
$1.43M 0.25%
9,034
-512
105
$1.42M 0.25%
50,453
+5,892
106
$1.42M 0.25%
27,514
-109
107
$1.41M 0.25%
6,862
+280
108
$1.35M 0.24%
6,719
-226
109
$1.35M 0.24%
8,491
-2,822
110
$1.34M 0.24%
32,792
-5,400
111
$1.29M 0.23%
6,668
-107
112
$1.27M 0.22%
4,522
+73
113
$1.26M 0.22%
50,323
-9,930
114
$1.22M 0.22%
1,583
+32
115
$1.18M 0.21%
4,186
-723
116
$1.18M 0.21%
5,948
-208
117
$1.13M 0.2%
1,655
-13
118
$1.09M 0.19%
17,385
-538
119
$1.08M 0.19%
2,274
-250
120
$1.06M 0.19%
2,175
-103
121
$1.05M 0.19%
36,461
+136
122
$1.04M 0.18%
8,141
-421
123
$1.04M 0.18%
4,201
-919
124
$1.03M 0.18%
50,503
-81
125
$1.02M 0.18%
3,632
-64
3 4
5
6 7