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
$495M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.75M
3
+$2.72M
4
GNMA icon
iShares GNMA Bond ETF
GNMA
+$2.63M
5
AMZN icon
Amazon
AMZN
+$2.07M

Top Sells

1
+$3.92M
2
+$2.35M
3
+$1.44M
4
AVGO icon
Broadcom
AVGO
+$1.04M
5
JBBB icon
Janus Henderson B-BBB CLO ETF
JBBB
+$927K

Sector Composition

1 Technology 21.49%
2 Financials 14.36%
3 Healthcare 8.9%
4 Consumer Discretionary 8.4%
5 Consumer Staples 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$534K 0.11%
11,216
-1,777
177
$532K 0.11%
2,965
-1,186
178
$527K 0.11%
3,046
-497
179
$527K 0.11%
6,337
180
$525K 0.11%
1,853
181
$524K 0.11%
896
+58
182
$523K 0.11%
7,199
-1,372
183
$519K 0.1%
14,187
-3,026
184
$507K 0.1%
1,160
-262
185
$505K 0.1%
6,304
+269
186
$500K 0.1%
5,549
-1,093
187
$497K 0.1%
4,061
-586
188
$491K 0.1%
9,924
-4,115
189
$486K 0.1%
7,000
190
$485K 0.1%
5,875
-923
191
$480K 0.1%
3,868
-722
192
$479K 0.1%
58,600
+8,800
193
$477K 0.1%
16,144
-3,293
194
$476K 0.1%
7,755
-232
195
$475K 0.1%
5,825
-1,235
196
$474K 0.1%
7,299
-3,184
197
$471K 0.1%
4,210
-751
198
$466K 0.09%
21,203
-2,357
199
$459K 0.09%
1,584
-327
200
$457K 0.09%
6,337
-1,550
6 7
8
9 10