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
$505M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.99M
3
+$1.39M
4
GLW icon
Corning
GLW
+$1.34M
5
MGM icon
MGM Resorts International
MGM
+$1.31M

Top Sells

1
+$1.75M
2
+$987K
3
+$848K
4
NVDA icon
NVIDIA
NVDA
+$791K
5
MS icon
Morgan Stanley
MS
+$704K

Sector Composition

1 Technology 19.67%
2 Financials 16.62%
3 Healthcare 8.36%
4 Consumer Discretionary 7.54%
5 Consumer Staples 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$398K 0.08%
1,070
+12
202
$397K 0.08%
2,615
-4
203
$396K 0.08%
7,277
+102
204
$395K 0.08%
5,930
-231
205
$394K 0.08%
8,546
-1,480
206
$391K 0.08%
+22,642
207
$390K 0.08%
689
208
$389K 0.08%
1,240
+4
209
$386K 0.08%
3,166
+64
210
$384K 0.08%
7,880
-637
211
$382K 0.08%
5,847
+176
212
$382K 0.08%
8,371
-51
213
$380K 0.08%
2,971
-1
214
$374K 0.07%
11,460
+1,018
215
$373K 0.07%
3,306
-4
216
$370K 0.07%
3,877
-35
217
$370K 0.07%
638
+20
218
$369K 0.07%
2,525
-153
219
$368K 0.07%
24,779
-44
220
$366K 0.07%
1,211
+375
221
$366K 0.07%
1,826
+106
222
$364K 0.07%
23,607
+199
223
$360K 0.07%
5,672
+106
224
$359K 0.07%
5,014
-529
225
$358K 0.07%
18,099
+109
7 8
9
10 11