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
$323M
AUM Growth
+$93.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$4.21M
3
+$2.88M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.79M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.15M

Top Sells

1
+$1.28M
2
+$927K
3
+$566K
4
DWX icon
SPDR S&P International Dividend ETF
DWX
+$449K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$361K

Sector Composition

1 Technology 23.85%
2 Financials 14.13%
3 Healthcare 10.79%
4 Industrials 8.56%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$585K 0.18%
1,705
+777
127
$582K 0.18%
1,748
+289
128
$580K 0.18%
6,234
+197
129
$578K 0.18%
4,304
+2,258
130
$570K 0.18%
2,310
+366
131
$568K 0.18%
6,281
-3,291
132
$561K 0.17%
+6,977
133
$560K 0.17%
1,403
+186
134
$558K 0.17%
5,372
+1,070
135
$555K 0.17%
+2,611
136
$553K 0.17%
+4,510
137
$549K 0.17%
12,707
+2,173
138
$544K 0.17%
10,176
+3,806
139
$544K 0.17%
4,356
+713
140
$543K 0.17%
+8,360
141
$534K 0.17%
5,871
+767
142
$531K 0.16%
5,696
+963
143
$509K 0.16%
5,706
+680
144
$504K 0.16%
4,436
+975
145
$497K 0.15%
3,205
+503
146
$495K 0.15%
+2,163
147
$491K 0.15%
15,415
+3,239
148
$488K 0.15%
18,222
+3,063
149
$481K 0.15%
+12,368
150
$476K 0.15%
4,722
+775
4 5
6
7 8