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
$323M
AUM Growth
+$93.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$4.21M
3
+$2.88M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.79M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.15M

Top Sells

1
+$1.28M
2
+$927K
3
+$566K
4
DWX icon
SPDR S&P International Dividend ETF
DWX
+$449K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$361K

Sector Composition

1 Technology 23.85%
2 Financials 14.13%
3 Healthcare 10.79%
4 Industrials 8.56%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$414K 0.13%
8,626
+390
177
$413K 0.13%
6,657
+1,541
178
$409K 0.13%
1,712
+84
179
$408K 0.13%
17,700
+3,000
180
$405K 0.13%
7,042
+1,279
181
$404K 0.13%
50,557
+28,596
182
$403K 0.13%
1,999
+331
183
$400K 0.12%
9,407
+3,612
184
$391K 0.12%
1,915
+106
185
$389K 0.12%
1,529
+68
186
$387K 0.12%
4,054
+1,539
187
$387K 0.12%
4,169
+512
188
$387K 0.12%
4,583
+875
189
$386K 0.12%
4,429
+342
190
$386K 0.12%
1,864
+274
191
$381K 0.12%
8,727
+1,489
192
$375K 0.12%
20,835
+255
193
$374K 0.12%
18,237
+7,522
194
$373K 0.12%
+4,974
195
$372K 0.12%
787
+88
196
$371K 0.12%
1,589
+142
197
$370K 0.11%
9,389
+1,712
198
$370K 0.11%
+3,730
199
$366K 0.11%
1,500
+99
200
$356K 0.11%
4,823
+432
6 7
8
9 10