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
$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
INTU icon
126
Intuit
INTU
$184B
$959K 0.19%
1,562
-57
SNY icon
127
Sanofi
SNY
$123B
$944K 0.19%
17,023
+498
EPD icon
128
Enterprise Products Partners
EPD
$65.4B
$929K 0.18%
27,208
-313
AON icon
129
Aon
AON
$74.7B
$916K 0.18%
2,295
-231
RTX icon
130
RTX Corp
RTX
$211B
$914K 0.18%
6,901
+1,123
AMAT icon
131
Applied Materials
AMAT
$179B
$888K 0.18%
6,117
+310
QCOM icon
132
Qualcomm
QCOM
$176B
$866K 0.17%
5,635
-424
ENB icon
133
Enbridge
ENB
$103B
$835K 0.17%
18,843
-256
CAT icon
134
Caterpillar
CAT
$247B
$835K 0.17%
2,531
+81
MAR icon
135
Marriott International
MAR
$70.8B
$835K 0.17%
3,504
+161
PLTR icon
136
Palantir
PLTR
$423B
$815K 0.16%
9,656
-4,944
DFAI icon
137
Dimensional International Core Equity Market ETF
DFAI
$11.7B
$774K 0.15%
24,775
SHV icon
138
iShares Short Treasury Bond ETF
SHV
$20.7B
$773K 0.15%
6,999
-1,599
AROC icon
139
Archrock
AROC
$4.26B
$734K 0.15%
27,955
+738
PFE icon
140
Pfizer
PFE
$139B
$719K 0.14%
28,363
+2,855
IEFA icon
141
iShares Core MSCI EAFE ETF
IEFA
$157B
$700K 0.14%
9,248
-751
CBRE icon
142
CBRE Group
CBRE
$46.8B
$663K 0.13%
5,067
+93
SIL icon
143
Global X Silver Miners ETF NEW
SIL
$3.63B
$662K 0.13%
16,788
+7,288
CCEP icon
144
Coca-Cola Europacific Partners
CCEP
$41B
$651K 0.13%
7,482
-186
ORCL icon
145
Oracle
ORCL
$830B
$640K 0.13%
4,580
-174
MELI icon
146
Mercado Libre
MELI
$103B
$620K 0.12%
318
-30
FTAI icon
147
FTAI Aviation
FTAI
$17.1B
$617K 0.12%
5,556
-7,635
VST icon
148
Vistra
VST
$68.2B
$605K 0.12%
5,150
-62
AMGN icon
149
Amgen
AMGN
$161B
$602K 0.12%
1,932
+44
HD icon
150
Home Depot
HD
$390B
$601K 0.12%
1,641
+50
4 5
6
7 8