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
$495M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.75M
3
+$2.72M
4
GNMA icon
iShares GNMA Bond ETF
GNMA
+$2.63M
5
AMZN icon
Amazon
AMZN
+$2.07M

Top Sells

1
+$3.92M
2
+$2.35M
3
+$1.44M
4
AVGO icon
Broadcom
AVGO
+$1.04M
5
JBBB icon
Janus Henderson B-BBB CLO ETF
JBBB
+$927K

Sector Composition

1 Technology 21.49%
2 Financials 14.36%
3 Healthcare 8.9%
4 Consumer Discretionary 8.4%
5 Consumer Staples 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.02M 0.21%
6,008
+480
127
$988K 0.2%
1,115
+23
128
$975K 0.2%
33,491
-1,480
129
$971K 0.2%
4,393
-823
130
$968K 0.2%
+14,849
131
$954K 0.19%
2,440
+176
132
$936K 0.19%
8,464
+107
133
$882K 0.18%
430
+40
134
$861K 0.17%
38,028
-24,246
135
$844K 0.17%
29,151
-8,520
136
$808K 0.16%
19,887
-1,820
137
$797K 0.16%
+104,839
138
$790K 0.16%
6,649
-920
139
$787K 0.16%
4,620
+197
140
$774K 0.16%
3,363
-743
141
$762K 0.15%
3,066
+1,200
142
$753K 0.15%
814
-161
143
$751K 0.15%
15,942
-1,125
144
$741K 0.15%
9,499
+615
145
$732K 0.15%
11,851
+3,830
146
$725K 0.15%
5,985
-769
147
$720K 0.15%
4,557
-791
148
$699K 0.14%
36,175
+13,690
149
$695K 0.14%
5,582
-1,083
150
$689K 0.14%
10,601
-1,949
4 5
6
7 8