BHPW

Beverly Hills Private Wealth Portfolio holdings

AUM $533M
1-Year Est. Return 19.62%
This Quarter Est. Return
1 Year Est. Return
+19.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$336M
AUM Growth
-$272M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$905K
3
+$700K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$596K
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$465K

Top Sells

1
+$11.6M
2
+$9.29M
3
+$5.41M
4
LOW icon
Lowe's Companies
LOW
+$5.16M
5
CVX icon
Chevron
CVX
+$5.08M

Sector Composition

1 Technology 23.63%
2 Financials 14.62%
3 Healthcare 10.85%
4 Industrials 8.71%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$375K 0.11%
17,700
202
$375K 0.11%
10,539
-3,153
203
$374K 0.11%
1,627
+112
204
$369K 0.11%
7,746
-7,728
205
$367K 0.11%
4,780
-4,606
206
$366K 0.11%
6,530
-6,505
207
$352K 0.1%
5,106
-5,501
208
$351K 0.1%
32,000
+686
209
$348K 0.1%
6,853
-5,881
210
$348K 0.1%
3,671
-3,894
211
$345K 0.1%
5,219
-5,545
212
$339K 0.1%
14,216
-14,203
213
$338K 0.1%
8,761
-8,995
214
$338K 0.1%
1,524
-1,661
215
$338K 0.1%
13,677
216
$337K 0.1%
5,228
+1,364
217
$330K 0.1%
3,143
-2,462
218
$327K 0.1%
9,706
+1,354
219
$327K 0.1%
1,264
+282
220
$327K 0.1%
18,904
-2,191
221
$316K 0.09%
19,687
-19,648
222
$313K 0.09%
1,563
+9
223
$311K 0.09%
760
-477
224
$310K 0.09%
4,609
-4,594
225
$308K 0.09%
36,046
-37,562
7 8
9
10 11