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
$229M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$7.93M
3
+$5.17M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.7M
5
TXN icon
Texas Instruments
TXN
+$4.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.49%
2 Financials 14.23%
3 Healthcare 11.89%
4 Industrials 9.1%
5 Consumer Staples 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$229K 0.1%
+726
202
$227K 0.1%
+6,370
203
$227K 0.1%
+12,359
204
$226K 0.1%
+15,605
205
$226K 0.1%
+962
206
$223K 0.1%
+9,833
207
$223K 0.1%
+4,468
208
$221K 0.1%
+2,712
209
$221K 0.1%
+10,715
210
$217K 0.1%
+5,929
211
$217K 0.09%
+1,591
212
$217K 0.09%
+11,245
213
$214K 0.09%
+1,415
214
$202K 0.09%
+5,756
215
$201K 0.09%
+9,759
216
$200K 0.09%
+2,449
217
$176K 0.08%
+21,961
218
$175K 0.08%
+17,669
219
$158K 0.07%
+13,261
220
$152K 0.07%
+15,050
221
$146K 0.06%
+14,964
222
$139K 0.06%
+11,416
223
$128K 0.06%
+19,185
224
$117K 0.05%
+23,296
225
$117K 0.05%
+27,215
6 7 8
9
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