BHPW

Beverly Hills Private Wealth Portfolio holdings

AUM $533M
1-Year Est. Return 19.62%
This Quarter Est. Return
1 Year Est. Return
+19.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$336M
AUM Growth
-$272M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$905K
3
+$700K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$596K
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$465K

Top Sells

1
+$11.6M
2
+$9.29M
3
+$5.41M
4
LOW icon
Lowe's Companies
LOW
+$5.16M
5
CVX icon
Chevron
CVX
+$5.08M

Sector Composition

1 Technology 23.63%
2 Financials 14.62%
3 Healthcare 10.85%
4 Industrials 8.71%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$598K 0.18%
2,346
-2,396
127
$597K 0.18%
3,654
-2,207
128
$596K 0.18%
+10,346
129
$593K 0.18%
47,025
-48,313
130
$588K 0.17%
4,030
-71
131
$582K 0.17%
8,086
-6,749
132
$577K 0.17%
8,861
-9,040
133
$577K 0.17%
5,747
-5,843
134
$576K 0.17%
7,300
-7,984
135
$570K 0.17%
4,584
-4,658
136
$555K 0.17%
4,435
-4,497
137
$543K 0.16%
4,804
-4,893
138
$541K 0.16%
15,483
-15,881
139
$536K 0.16%
54,395
-56,005
140
$533K 0.16%
1,792
-1,818
141
$532K 0.16%
5,272
-5,605
142
$512K 0.15%
6,318
-6,035
143
$511K 0.15%
2,608
-2,276
144
$502K 0.15%
4,708
-3,488
145
$499K 0.15%
4,640
-4,772
146
$498K 0.15%
881
+34
147
$492K 0.15%
14,234
-14,692
148
$486K 0.14%
4,979
-3,971
149
$485K 0.14%
7,104
-6,394
150
$484K 0.14%
5,480
-5,483
4 5
6
7 8