BHPW

Beverly Hills Private Wealth Portfolio holdings

AUM $564M
1-Year Est. Return 19.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$433M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$2.77M
3
+$2.54M
4
TSM icon
TSMC
TSM
+$1.26M
5
VZ icon
Verizon
VZ
+$1.25M

Top Sells

1
+$4.56M
2
+$2.5M
3
+$2.43M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$2.16M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.88M

Sector Composition

1 Technology 21.96%
2 Financials 14.57%
3 Healthcare 9.68%
4 Industrials 8.26%
5 Consumer Discretionary 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$542K 0.13%
4,432
-157
177
$541K 0.13%
29,177
+18,540
178
$536K 0.12%
1,591
-479
179
$532K 0.12%
6,300
+3,502
180
$532K 0.12%
4,852
+1,285
181
$530K 0.12%
9,000
+2,370
182
$530K 0.12%
2,769
-205
183
$529K 0.12%
14,670
+6,421
184
$525K 0.12%
7,084
-301
185
$525K 0.12%
20,995
-1,170
186
$524K 0.12%
4,596
-299
187
$523K 0.12%
1,992
-11
188
$520K 0.12%
+6,362
189
$513K 0.12%
4,718
+175
190
$509K 0.12%
12,756
+7,763
191
$497K 0.11%
3,842
-283
192
$494K 0.11%
23,013
-334
193
$494K 0.11%
3,872
-312
194
$487K 0.11%
5,279
-440
195
$483K 0.11%
1,656
-123
196
$482K 0.11%
1,853
197
$478K 0.11%
3,759
-269
198
$476K 0.11%
2,849
-213
199
$476K 0.11%
8,228
+1,253
200
$473K 0.11%
16,688
+945
6 7
8
9 10