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
$383M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$2.5M
3
+$2.43M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$2.19M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$2.16M

Top Sells

1
+$2.71M
2
+$1.78M
3
+$1.38M
4
FIS icon
Fidelity National Information Services
FIS
+$1.26M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$942K

Sector Composition

1 Technology 23.09%
2 Financials 13.49%
3 Healthcare 9.23%
4 Industrials 8.85%
5 Consumer Discretionary 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$414K 0.11%
2,257
-114
202
$411K 0.11%
8,297
-645
203
$409K 0.11%
903
+143
204
$409K 0.11%
+7,155
205
$406K 0.11%
1,694
+4
206
$403K 0.11%
15,743
-2,679
207
$394K 0.1%
4,850
-1,051
208
$394K 0.1%
+7,716
209
$392K 0.1%
18,338
-793
210
$390K 0.1%
4,338
-442
211
$384K 0.1%
6,999
-929
212
$384K 0.1%
+6,975
213
$382K 0.1%
6,484
-46
214
$379K 0.1%
+2,337
215
$375K 0.1%
7,415
-331
216
$375K 0.1%
5,048
-482
217
$374K 0.1%
4,895
-211
218
$373K 0.1%
+7,419
219
$373K 0.1%
+11,800
220
$371K 0.1%
+11,586
221
$371K 0.1%
+7,039
222
$368K 0.1%
+7,250
223
$368K 0.1%
6,583
-914
224
$366K 0.1%
2,980
-163
225
$362K 0.09%
2,977
-630
7 8
9
10 11