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
$229M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$7.93M
3
+$5.17M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.7M
5
TXN icon
Texas Instruments
TXN
+$4.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.49%
2 Financials 14.23%
3 Healthcare 11.89%
4 Industrials 9.1%
5 Consumer Staples 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$305K 0.13%
+10,110
177
$302K 0.13%
+3,708
178
$301K 0.13%
+14,700
179
$300K 0.13%
+1,401
180
$299K 0.13%
+3,657
181
$296K 0.13%
+11,423
182
$286K 0.12%
+8,236
183
$284K 0.12%
+5,349
184
$279K 0.12%
+7,458
185
$278K 0.12%
+2,046
186
$277K 0.12%
+725
187
$277K 0.12%
+989
188
$275K 0.12%
+3,257
189
$273K 0.12%
+4,469
190
$272K 0.12%
+2,073
191
$271K 0.12%
+12,176
192
$266K 0.12%
+3,471
193
$254K 0.11%
+1,346
194
$252K 0.11%
+3,108
195
$249K 0.11%
+2,671
196
$249K 0.11%
+3,679
197
$236K 0.1%
+2,515
198
$232K 0.1%
+5,795
199
$230K 0.1%
+4,582
200
$230K 0.1%
+1,838
6 7
8
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