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
$229M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$7.93M
3
+$5.17M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.7M
5
TXN icon
Texas Instruments
TXN
+$4.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.49%
2 Financials 14.23%
3 Healthcare 11.89%
4 Industrials 9.1%
5 Consumer Staples 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$346K 0.15%
+3,947
152
$345K 0.15%
+1,447
153
$343K 0.15%
+5,651
154
$341K 0.15%
+4,581
155
$341K 0.15%
+733
156
$340K 0.15%
+745
157
$340K 0.15%
+699
158
$340K 0.15%
+928
159
$338K 0.15%
+1,461
160
$334K 0.15%
+7,665
161
$333K 0.15%
+37,074
162
$332K 0.15%
+3,825
163
$332K 0.15%
+7,718
164
$330K 0.14%
+4,941
165
$330K 0.14%
+2,555
166
$329K 0.14%
+6,525
167
$328K 0.14%
+3,461
168
$325K 0.14%
+5,116
169
$321K 0.14%
+4,391
170
$314K 0.14%
+3,451
171
$312K 0.14%
+743
172
$312K 0.14%
+4,921
173
$311K 0.14%
+3,716
174
$308K 0.13%
+1,950
175
$307K 0.13%
+10,376
5 6
7
8 9