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
$505M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.99M
3
+$1.39M
4
GLW icon
Corning
GLW
+$1.34M
5
MGM icon
MGM Resorts International
MGM
+$1.31M

Top Sells

1
+$1.75M
2
+$987K
3
+$848K
4
NVDA icon
NVIDIA
NVDA
+$791K
5
MS icon
Morgan Stanley
MS
+$704K

Sector Composition

1 Technology 19.67%
2 Financials 16.62%
3 Healthcare 8.36%
4 Consumer Discretionary 7.54%
5 Consumer Staples 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$497K 0.1%
1,475
+56
177
$493K 0.1%
5,290
+1,400
178
$485K 0.1%
16,175
+5,854
179
$485K 0.1%
5,396
+72
180
$484K 0.1%
2,831
+143
181
$484K 0.1%
9,395
182
$484K 0.1%
7,928
+79
183
$482K 0.1%
10,201
-30
184
$481K 0.1%
15,449
-109
185
$478K 0.09%
1,975
+78
186
$473K 0.09%
10,055
-12,811
187
$462K 0.09%
19,254
+817
188
$459K 0.09%
978
-16
189
$450K 0.09%
1,677
+93
190
$448K 0.09%
69,800
+1,257
191
$446K 0.09%
11,633
-1,081
192
$444K 0.09%
2,564
193
$435K 0.09%
6,831
-194
194
$433K 0.09%
3,963
-15
195
$432K 0.09%
4,657
-466
196
$431K 0.09%
3,030
+170
197
$427K 0.08%
955
+65
198
$421K 0.08%
2,024
+72
199
$420K 0.08%
4,887
-43
200
$408K 0.08%
4,353
-484
6 7
8
9 10