BHPW

Beverly Hills Private Wealth Portfolio holdings

AUM $505M
AUM
$505M
AUM Growth
+$10.1M
Cap. Flow
+$16M
Cap. Flow %
3.16%
Top 10 Hldgs %
26.07%
Holding
350
New
17
Increased
169
Reduced
133
Closed
14

Top Buys

1
$2.5M
2
$1.99M
3
$1.39M
4
$1.34M
5
$1.31M

Top Sells

1
$1.75M
2
$987K
3
$848K
4
$791K
5
$704K

Sector Composition

1Technology19.67%
2Financials16.62%
3Healthcare8.36%
4Consumer Discretionary7.54%
5Consumer Staples7.47%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$398K0.08%1,070
+12
+1%
+$4.47K
$397K0.08%2,615
-4
-0.2%
-$608
$396K0.08%7,277
+102
+1%
+$5.56K
$395K0.08%5,930
-231
-4%
-$15.4K
$394K0.08%8,546
-1,480
-15%
-$68.2K
$391K0.08%22,642 New
+$391K
$390K0.08%689 ––
$389K0.08%1,240
+4
+0.3%
+$1.25K
$386K0.08%3,166
+64
+2%
+$7.81K
$384K0.08%7,880
-637
-7%
-$31.1K
$382K0.08%5,847
+176
+3%
+$11.5K
$382K0.08%8,371
-51
-0.6%
-$2.33K
$380K0.08%2,971
-1
-0%
-$128
$374K0.07%11,460
+1,018
+10%
+$33.2K
$373K0.07%3,306
-4
-0.1%
-$451
$370K0.07%3,877
-35
-0.9%
-$3.34K
$370K0.07%638
+20
+3%
+$11.6K
$369K0.07%2,525
-153
-6%
-$22.4K
$368K0.07%24,779
-44
-0.2%
-$654
$366K0.07%1,211
+375
+45%
+$113K
$366K0.07%1,826
+106
+6%
+$21.2K
$364K0.07%23,607
+199
+0.9%
+$3.07K
$360K0.07%5,672
+106
+2%
+$6.73K
$359K0.07%5,014
-529
-10%
-$37.9K
$358K0.07%18,099
+109
+0.6%
+$2.16K
1 789101114