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
$433M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$2.77M
3
+$2.54M
4
TSM icon
TSMC
TSM
+$1.26M
5
VZ icon
Verizon
VZ
+$1.25M

Top Sells

1
+$4.56M
2
+$2.5M
3
+$2.43M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$2.16M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.88M

Sector Composition

1 Technology 21.96%
2 Financials 14.57%
3 Healthcare 9.68%
4 Industrials 8.26%
5 Consumer Discretionary 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$470K 0.11%
1,594
-100
202
$470K 0.11%
4,656
+494
203
$469K 0.11%
1,659
-106
204
$463K 0.11%
4,080
-227
205
$462K 0.11%
3,574
+597
206
$458K 0.11%
5,317
+467
207
$454K 0.1%
5,880
-1,955
208
$454K 0.1%
4,901
-375
209
$452K 0.1%
14,219
-1,399
210
$452K 0.1%
4,511
+173
211
$449K 0.1%
7,758
+759
212
$448K 0.1%
25,439
+14,851
213
$447K 0.1%
10,123
-303
214
$443K 0.1%
4,580
-333
215
$443K 0.1%
18,499
-345
216
$441K 0.1%
8,130
-1,041
217
$438K 0.1%
2,473
+107
218
$437K 0.1%
7,562
+979
219
$435K 0.1%
3,299
+33
220
$433K 0.1%
4,459
-225
221
$431K 0.1%
6,470
+2,444
222
$425K 0.1%
1,691
-566
223
$423K 0.1%
1,223
+310
224
$422K 0.1%
8,307
-557
225
$421K 0.1%
1,942
-24
7 8
9
10 11