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
$505M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.99M
3
+$1.39M
4
GLW icon
Corning
GLW
+$1.34M
5
MGM icon
MGM Resorts International
MGM
+$1.31M

Top Sells

1
+$1.75M
2
+$987K
3
+$848K
4
NVDA icon
NVIDIA
NVDA
+$791K
5
MS icon
Morgan Stanley
MS
+$704K

Sector Composition

1 Technology 19.67%
2 Financials 16.62%
3 Healthcare 8.36%
4 Consumer Discretionary 7.54%
5 Consumer Staples 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$959K 0.19%
1,562
-57
127
$944K 0.19%
17,023
+498
128
$929K 0.18%
27,208
-313
129
$916K 0.18%
2,295
-231
130
$914K 0.18%
6,901
+1,123
131
$888K 0.18%
6,117
+310
132
$866K 0.17%
5,635
-424
133
$835K 0.17%
18,843
-256
134
$835K 0.17%
2,531
+81
135
$835K 0.17%
3,504
+161
136
$815K 0.16%
9,656
-4,944
137
$774K 0.15%
24,775
138
$773K 0.15%
6,999
-1,599
139
$734K 0.15%
27,955
+738
140
$719K 0.14%
28,363
+2,855
141
$700K 0.14%
9,248
-751
142
$663K 0.13%
5,067
+93
143
$662K 0.13%
16,788
+7,288
144
$651K 0.13%
7,482
-186
145
$640K 0.13%
4,580
-174
146
$620K 0.12%
318
-30
147
$617K 0.12%
5,556
-7,635
148
$605K 0.12%
5,150
-62
149
$602K 0.12%
1,932
+44
150
$601K 0.12%
1,641
+50
4 5
6
7 8