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
$323M
AUM Growth
+$93.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$4.21M
3
+$2.88M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.79M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.15M

Top Sells

1
+$1.28M
2
+$927K
3
+$566K
4
DWX icon
SPDR S&P International Dividend ETF
DWX
+$449K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$361K

Sector Composition

1 Technology 23.85%
2 Financials 14.13%
3 Healthcare 10.79%
4 Industrials 8.56%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$470K 0.15%
4,873
+530
152
$461K 0.14%
6,014
+1,073
153
$460K 0.14%
+6,631
154
$458K 0.14%
19,575
+9,742
155
$455K 0.14%
46,612
+9,538
156
$453K 0.14%
7,827
+1,753
157
$449K 0.14%
8,192
+1,667
158
$447K 0.14%
19,236
+3,631
159
$447K 0.14%
12,936
+2,560
160
$447K 0.14%
+2,107
161
$447K 0.14%
+656
162
$443K 0.14%
892
+147
163
$441K 0.14%
4,620
+795
164
$439K 0.14%
4,505
+797
165
$439K 0.14%
23,891
+2,761
166
$438K 0.14%
+4,724
167
$432K 0.13%
14,567
+2,619
168
$432K 0.13%
+4,560
169
$431K 0.13%
770
+37
170
$424K 0.13%
+4,237
171
$423K 0.13%
37,131
+23,870
172
$419K 0.13%
6,875
+1,224
173
$418K 0.13%
873
+130
174
$416K 0.13%
7,867
+3,399
175
$415K 0.13%
3,072
+517
5 6
7
8 9