BHPW
Beverly Hills Private Wealth Portfolio holdings
AUM
$533M
This Quarter Return
+8.25%
1 Year Return
+19.62%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$533M
AUM Growth
+$533M
(+5.5%)
Cap. Flow
-$425K
Cap. Flow
% of AUM
-0.08%
Top 10 Holdings %
Top 10 Hldgs %
26.63%
Holding
347
New
11
Increased
83
Reduced
220
Closed
10
Top Buys
| 1 |
MGM Resorts International
MGM
|
$2.72M |
| 2 |
ALX
Alexander's
ALX
|
$2.55M |
| 3 |
CBL
CBL Properties
CBL
|
$1.58M |
| 4 |
Janus Henderson AAA CLO ETF
JAAA
|
$1.49M |
| 5 |
Meta Platforms (Facebook)
META
|
$1.27M |
Top Sells
| 1 |
WEX
WEX
|
$1.88M |
| 2 |
Apple
AAPL
|
$1.43M |
| 3 |
Philip Morris
PM
|
$1.39M |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$1.32M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$1.11M |
Sector Composition
| 1 | Technology | 21.21% |
| 2 | Financials | 16.59% |
| 3 | Consumer Discretionary | 7.67% |
| 4 | Communication Services | 7.11% |
| 5 | Healthcare | 6.95% |
