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
$433M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$2.77M
3
+$2.54M
4
TSM icon
TSMC
TSM
+$1.26M
5
VZ icon
Verizon
VZ
+$1.25M

Top Sells

1
+$4.56M
2
+$2.5M
3
+$2.43M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$2.16M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.88M

Sector Composition

1 Technology 21.96%
2 Financials 14.57%
3 Healthcare 9.68%
4 Industrials 8.26%
5 Consumer Discretionary 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$655K 0.15%
9,771
+2,065
152
$651K 0.15%
1,517
-108
153
$650K 0.15%
7,478
+4,174
154
$648K 0.15%
2,393
+202
155
$643K 0.15%
3,908
-320
156
$634K 0.15%
4,935
-298
157
$609K 0.14%
403
+127
158
$606K 0.14%
8,940
-468
159
$604K 0.14%
3,922
-290
160
$602K 0.14%
2,031
-152
161
$602K 0.14%
8,106
-1,225
162
$593K 0.14%
7,393
-485
163
$592K 0.14%
3,651
-951
164
$592K 0.14%
4,927
-369
165
$589K 0.14%
7,560
-525
166
$577K 0.13%
1,075
+531
167
$577K 0.13%
+9,847
168
$564K 0.13%
4,489
+148
169
$563K 0.13%
12,335
-1,332
170
$563K 0.13%
+7,777
171
$559K 0.13%
18,326
+7,949
172
$559K 0.13%
+3,010
173
$551K 0.13%
7,567
-551
174
$546K 0.13%
1,573
-111
175
$546K 0.13%
13,559
+5,752
5 6
7
8 9