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
$433M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$2.77M
3
+$2.54M
4
TSM icon
TSMC
TSM
+$1.26M
5
VZ icon
Verizon
VZ
+$1.25M

Top Sells

1
+$4.56M
2
+$2.5M
3
+$2.43M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$2.16M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.88M

Sector Composition

1 Technology 21.96%
2 Financials 14.57%
3 Healthcare 9.68%
4 Industrials 8.26%
5 Consumer Discretionary 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$759K 0.18%
10,846
-5,252
127
$758K 0.18%
11,626
+1,170
128
$755K 0.17%
5,890
-535
129
$755K 0.17%
32,953
+19,073
130
$754K 0.17%
3,910
-303
131
$744K 0.17%
8,321
-636
132
$742K 0.17%
14,618
+7,368
133
$738K 0.17%
3,207
-391
134
$723K 0.17%
4,399
-1,325
135
$723K 0.17%
15,937
+7,750
136
$721K 0.17%
9,798
-672
137
$717K 0.17%
10,702
+5,502
138
$712K 0.16%
5,312
-363
139
$712K 0.16%
14,184
+3,382
140
$709K 0.16%
+80,497
141
$708K 0.16%
20,824
+9,137
142
$706K 0.16%
2,484
-94
143
$690K 0.16%
8,690
-633
144
$689K 0.16%
7,090
-532
145
$683K 0.16%
7,000
-142
146
$673K 0.16%
7,725
+884
147
$667K 0.15%
11,583
+6,572
148
$665K 0.15%
+14,978
149
$657K 0.15%
4,115
-293
150
$655K 0.15%
24,599
+6,774
4 5
6
7 8