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
$336M
AUM Growth
-$272M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$905K
3
+$700K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$596K
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$465K

Top Sells

1
+$11.6M
2
+$9.29M
3
+$5.41M
4
LOW icon
Lowe's Companies
LOW
+$5.16M
5
CVX icon
Chevron
CVX
+$5.08M

Sector Composition

1 Technology 23.63%
2 Financials 14.62%
3 Healthcare 10.85%
4 Industrials 8.71%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$482K 0.14%
4,026
-1,889
152
$476K 0.14%
8,000
-8,275
153
$475K 0.14%
7,558
-7,005
154
$469K 0.14%
3,277
-3,298
155
$466K 0.14%
4,396
-34
156
$465K 0.14%
4,637
-4,777
157
$465K 0.14%
+19,488
158
$459K 0.14%
11,368
-14,606
159
$456K 0.14%
5,819
-6,147
160
$454K 0.14%
1,977
+2
161
$453K 0.13%
4,617
-2,373
162
$453K 0.13%
3,177
-3,171
163
$447K 0.13%
4,765
-5,635
164
$446K 0.13%
18,422
-18,851
165
$444K 0.13%
8,141
-45
166
$444K 0.13%
5,901
-6,360
167
$439K 0.13%
2,192
-2,061
168
$436K 0.13%
3,607
-2,414
169
$432K 0.13%
7,451
-1,872
170
$431K 0.13%
9,993
-3,989
171
$431K 0.13%
4,932
-4,439
172
$426K 0.13%
2,371
-2,090
173
$426K 0.13%
6,152
-6,116
174
$425K 0.13%
4,447
-1,407
175
$424K 0.13%
+21,127
5 6
7
8 9