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
1
$21.3M 6.33%
124,337
-67,837
2
$14M 4.15%
44,200
-29,414
3
$8.3M 2.47%
23,691
-8,519
4
$6.85M 2.04%
68,425
-5,165
5
$6.04M 1.8%
35,803
-30,126
6
$5.71M 1.7%
39,392
-19,852
7
$5.43M 1.62%
124,850
-4,210
8
$5.17M 1.54%
32,509
-34,022
9
$4.93M 1.47%
59,310
-57,280
10
$4.89M 1.45%
23,519
-24,803
11
$4.64M 1.38%
29,795
-24,567
12
$4.58M 1.36%
103,211
-91,684
13
$4.54M 1.35%
35,700
-1,280
14
$4.38M 1.3%
47,307
-45,478
15
$4.3M 1.28%
8,520
-7,130
16
$4.25M 1.26%
8
17
$4.04M 1.2%
39,212
-32,938
18
$3.87M 1.15%
71,908
-65,089
19
$3.83M 1.14%
69,757
-69,364
20
$3.81M 1.13%
32,369
-12,668
21
$3.23M 0.96%
7,517
-7,986
22
$3.18M 0.95%
8,550
-8,168
23
$3.14M 0.93%
11,920
-5,639
24
$3.02M 0.9%
10,653
-11,020
25
$3.01M 0.9%
4,654
-3,813
1
2 3 4 5