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
$229M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$7.93M
3
+$5.17M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.7M
5
TXN icon
Texas Instruments
TXN
+$4.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.49%
2 Financials 14.23%
3 Healthcare 11.89%
4 Industrials 9.1%
5 Consumer Staples 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$422K 0.18%
+15,964
127
$420K 0.18%
+5,026
128
$416K 0.18%
+9,261
129
$413K 0.18%
+1,809
130
$399K 0.17%
+2,128
131
$394K 0.17%
+1,628
132
$393K 0.17%
+4,087
133
$381K 0.17%
+4,302
134
$381K 0.17%
+3,643
135
$380K 0.17%
+20,580
136
$377K 0.16%
+21,130
137
$374K 0.16%
+1,059
138
$374K 0.16%
+2,702
139
$373K 0.16%
+10,534
140
$371K 0.16%
+13,382
141
$367K 0.16%
+1,590
142
$363K 0.16%
+1,668
143
$363K 0.16%
+7,677
144
$361K 0.16%
+4,406
145
$361K 0.16%
+7,238
146
$361K 0.16%
+2,379
147
$358K 0.16%
+3,708
148
$356K 0.16%
+5,763
149
$355K 0.16%
+11,948
150
$352K 0.15%
+1,459
4 5
6
7 8