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
$505M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.99M
3
+$1.39M
4
GLW icon
Corning
GLW
+$1.34M
5
MGM icon
MGM Resorts International
MGM
+$1.31M

Top Sells

1
+$1.75M
2
+$987K
3
+$848K
4
NVDA icon
NVIDIA
NVDA
+$791K
5
MS icon
Morgan Stanley
MS
+$704K

Sector Composition

1 Technology 19.67%
2 Financials 16.62%
3 Healthcare 8.36%
4 Consumer Discretionary 7.54%
5 Consumer Staples 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$597K 0.12%
8,152
+50
152
$592K 0.12%
6,203
+10
153
$591K 0.12%
+12,623
154
$591K 0.12%
3,805
+116
155
$576K 0.11%
2,857
-384
156
$569K 0.11%
9,548
+72
157
$563K 0.11%
1,560
158
$563K 0.11%
3,485
-281
159
$562K 0.11%
6,257
-19,524
160
$560K 0.11%
7,163
+161
161
$556K 0.11%
2,824
+20
162
$552K 0.11%
3,242
+203
163
$548K 0.11%
9,114
-691
164
$541K 0.11%
2,966
+103
165
$539K 0.11%
6,709
-68
166
$534K 0.11%
3,083
+102
167
$531K 0.11%
3,693
+131
168
$528K 0.1%
3,804
+114
169
$525K 0.1%
1,985
-611
170
$522K 0.1%
6,105
+525
171
$512K 0.1%
1,028
+38
172
$509K 0.1%
6,152
-60
173
$503K 0.1%
1,832
-21
174
$501K 0.1%
+3,416
175
$497K 0.1%
6,768
-99
5 6
7
8 9