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
$460M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.44M
3
+$1.63M
4
PM icon
Philip Morris
PM
+$1.22M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.21M

Top Sells

1
+$1.02M
2
+$692K
3
+$618K
4
VST icon
Vistra
VST
+$556K
5
PXD
Pioneer Natural Resource Co.
PXD
+$523K

Sector Composition

1 Technology 22.93%
2 Financials 14.5%
3 Healthcare 9.25%
4 Industrials 7.34%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$917K 0.2%
31,054
+5,392
127
$902K 0.2%
5,216
-290
128
$899K 0.2%
25,663
+12,863
129
$868K 0.19%
3,677
-573
130
$841K 0.18%
9,089
+2,789
131
$801K 0.17%
975
-182
132
$799K 0.17%
90,273
+61,847
133
$780K 0.17%
30,225
+5,626
134
$773K 0.17%
21,707
-865
135
$772K 0.17%
17,067
-5,633
136
$755K 0.16%
3,678
-232
137
$754K 0.16%
2,264
138
$745K 0.16%
36,823
-3,145
139
$723K 0.16%
9,925
-921
140
$721K 0.16%
5,348
-542
141
$712K 0.15%
9,859
+88
142
$709K 0.15%
8,249
-6,465
143
$709K 0.15%
4,151
-248
144
$690K 0.15%
12,550
-1,634
145
$685K 0.15%
9,244
-549
146
$678K 0.15%
7,569
+176
147
$678K 0.15%
6,754
-246
148
$674K 0.15%
49,800
+14,286
149
$671K 0.15%
2,147
-337
150
$661K 0.14%
4,991
-321
4 5
6
7 8