BHPW

Beverly Hills Private Wealth Portfolio holdings

AUM $505M
AUM
$505M
AUM Growth
+$10.1M
Cap. Flow
+$16M
Cap. Flow %
3.16%
Top 10 Hldgs %
26.07%
Holding
350
New
17
Increased
169
Reduced
133
Closed
14

Top Buys

1
$2.5M
2
$1.99M
3
$1.39M
4
$1.34M
5
$1.31M

Top Sells

1
$1.75M
2
$987K
3
$848K
4
$791K
5
$704K

Sector Composition

1Technology19.67%
2Financials16.62%
3Healthcare8.36%
4Consumer Discretionary7.54%
5Consumer Staples7.47%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$597K0.12%8,152
+50
+0.6%
+$3.66K
$592K0.12%6,203
+10
+0.2%
+$955
$591K0.12%12,623 New
+$591K
$591K0.12%3,805
+116
+3%
+$18K
$576K0.11%2,857
-384
-12%
-$77.5K
$569K0.11%9,548
+72
+0.8%
+$4.29K
$563K0.11%1,560 ––
$563K0.11%3,485
-281
-7%
-$45.4K
$562K0.11%6,257
-19,524
-76%
-$1.75M
$560K0.11%7,163
+161
+2%
+$12.6K
$556K0.11%2,824
+20
+0.7%
+$3.94K
$552K0.11%3,242
+203
+7%
+$34.6K
$548K0.11%9,114
-691
-7%
-$41.6K
$541K0.11%2,966
+103
+4%
+$18.8K
$539K0.11%6,709
-68
-1%
-$5.46K
$534K0.11%3,083
+102
+3%
+$17.7K
$531K0.1%3,693
+131
+4%
+$18.8K
$528K0.1%3,804
+114
+3%
+$15.8K
$525K0.1%1,985
-611
-24%
-$162K
$522K0.1%6,105
+525
+9%
+$44.9K
$512K0.1%1,028
+38
+4%
+$18.9K
$509K0.1%6,152
-60
-1%
-$4.96K
$503K0.1%1,832
-21
-1%
-$5.77K
$501K0.1%3,416 New
+$501K
$497K0.1%6,768
-99
-1%
-$7.28K
1 5678914