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
$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
1
$19.5M 6.05%
118,233
+32,281
2
$12.4M 3.85%
43,078
+10,006
3
$6.85M 2.12%
22,175
+6,971
4
$6.38M 1.98%
63,715
+42,020
5
$6.14M 1.9%
33,009
+5,147
6
$5.77M 1.79%
35,356
+6,528
7
$5.31M 1.65%
101,493
+17,922
8
$5.12M 1.59%
33,041
+11,695
9
$5M 1.55%
38,388
+14,928
10
$4.85M 1.51%
24,275
+3,513
11
$4.39M 1.36%
68,400
+9,760
12
$4.29M 1.33%
40,358
+11,519
13
$4.22M 1.31%
43,443
+8,935
14
$4.15M 1.29%
8,771
+1,396
15
$3.72M 1.15%
8
+6
16
$3.7M 1.15%
97,488
+19,450
17
$3.57M 1.11%
18,413
+2,693
18
$3.57M 1.11%
87,497
+30,387
19
$3.43M 1.06%
23,965
+3,672
20
$3.42M 1.06%
123,290
-1,500
21
$3.35M 1.04%
11,964
+3,439
22
$3.31M 1.03%
32,084
+2,314
23
$3.17M 0.98%
30,407
+4,226
24
$3.1M 0.96%
10,782
+1,457
25
$3.06M 0.95%
8,609
+1,722
1
2 3 4 5