BHPW

Beverly Hills Private Wealth Portfolio holdings

AUM $533M
1-Year Est. Return 19.62%
This Quarter Est. Return
1 Year Est. Return
+19.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$336M
AUM Growth
-$272M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$905K
3
+$700K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$596K
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$465K

Top Sells

1
+$11.6M
2
+$9.29M
3
+$5.41M
4
LOW icon
Lowe's Companies
LOW
+$5.16M
5
CVX icon
Chevron
CVX
+$5.08M

Sector Composition

1 Technology 23.63%
2 Financials 14.62%
3 Healthcare 10.85%
4 Industrials 8.71%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$421K 0.13%
23,009
-23,674
177
$420K 0.13%
5,682
-5,673
178
$411K 0.12%
19,131
-19,055
179
$410K 0.12%
4,246
-4,600
180
$409K 0.12%
7,928
-6,824
181
$407K 0.12%
7,497
-7,477
182
$402K 0.12%
9,364
-9,429
183
$400K 0.12%
16,220
-6,493
184
$400K 0.12%
8,942
-8,920
185
$397K 0.12%
1,797
-1,684
186
$395K 0.12%
25,540
-25,584
187
$394K 0.12%
767
-71
188
$394K 0.12%
1,853
+7
189
$390K 0.12%
1,908
-1,906
190
$390K 0.12%
2,033
-880
191
$388K 0.12%
1,083
-736
192
$387K 0.12%
9,595
-9,596
193
$386K 0.11%
1,690
-1,716
194
$385K 0.11%
4,752
+143
195
$383K 0.11%
650
-551
196
$382K 0.11%
1,436
-679
197
$381K 0.11%
4,666
-73
198
$381K 0.11%
5,530
-5,398
199
$381K 0.11%
16,597
-13,015
200
$377K 0.11%
41,163
-41,729
6 7
8
9 10