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
$323M
AUM Growth
+$93.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$4.21M
3
+$2.88M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.79M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.15M

Top Sells

1
+$1.28M
2
+$927K
3
+$566K
4
DWX icon
SPDR S&P International Dividend ETF
DWX
+$449K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$361K

Sector Composition

1 Technology 23.85%
2 Financials 14.13%
3 Healthcare 10.79%
4 Industrials 8.56%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$355K 0.11%
10,865
-5,099
202
$351K 0.11%
2,478
+887
203
$349K 0.11%
2,961
-490
204
$349K 0.11%
17,565
+6,320
205
$349K 0.11%
5,509
+588
206
$342K 0.11%
2,648
+575
207
$339K 0.11%
5,369
+963
208
$334K 0.1%
6,164
+1,582
209
$329K 0.1%
13,894
+2,471
210
$327K 0.1%
9,593
+1,875
211
$326K 0.1%
+7,693
212
$316K 0.1%
14,771
+4,661
213
$314K 0.1%
1,204
+215
214
$312K 0.1%
2,524
+686
215
$310K 0.1%
8,595
+930
216
$309K 0.1%
3,950
+693
217
$308K 0.1%
+14,654
218
$305K 0.09%
11,959
+2,200
219
$302K 0.09%
9,017
+1,559
220
$299K 0.09%
+3,184
221
$295K 0.09%
+17,927
222
$289K 0.09%
3,439
+990
223
$288K 0.09%
5,373
+904
224
$282K 0.09%
7,928
+1,999
225
$282K 0.09%
3,433
+325
7 8
9
10 11