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
$460M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.44M
3
+$1.63M
4
PM icon
Philip Morris
PM
+$1.22M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.21M

Top Sells

1
+$1.02M
2
+$692K
3
+$618K
4
VST icon
Vistra
VST
+$556K
5
PXD
Pioneer Natural Resource Co.
PXD
+$523K

Sector Composition

1 Technology 22.93%
2 Financials 14.5%
3 Healthcare 9.25%
4 Industrials 7.34%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$659K 0.14%
14,039
-939
152
$646K 0.14%
3,862
-253
153
$645K 0.14%
8,884
+778
154
$645K 0.14%
3,696
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155
$643K 0.14%
10,483
+1,483
156
$641K 0.14%
58,502
+29,990
157
$641K 0.14%
8,218
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158
$641K 0.14%
390
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159
$637K 0.14%
7,794
-527
160
$629K 0.14%
19,420
-1,404
161
$624K 0.14%
4,423
-66
162
$606K 0.13%
11,153
-473
163
$598K 0.13%
+2,036
164
$594K 0.13%
6,665
-425
165
$592K 0.13%
2,911
-296
166
$588K 0.13%
8,571
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167
$586K 0.13%
4,590
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168
$584K 0.13%
3,543
-108
169
$578K 0.13%
4,189
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170
$578K 0.13%
1,584
-7
171
$574K 0.12%
4,647
-288
172
$574K 0.12%
4,634
-293
173
$568K 0.12%
1,651
-651
174
$563K 0.12%
5,508
+1,760
175
$555K 0.12%
7,887
-803
5 6
7
8 9