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
$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
1
$20.2M 4.66%
117,595
-6,219
2
$19.4M 4.47%
46,012
+2,093
3
$10.5M 2.42%
115,790
-9,420
4
$9.45M 2.18%
22,472
+1,422
5
$8.32M 1.92%
41,530
+775
6
$7.34M 1.7%
40,685
+2,923
7
$7.07M 1.63%
70,053
+9,178
8
$6.09M 1.41%
45,950
-7,840
9
$5.89M 1.36%
116,148
+54,619
10
$5.31M 1.23%
20,845
-1,802
11
$5.21M 1.2%
39,506
+228
12
$5.15M 1.19%
32,650
-1,924
13
$5.07M 1.17%
87,387
+43,779
14
$5.01M 1.16%
54,693
-2,987
15
$5M 1.15%
69,095
+1,168
16
$4.99M 1.15%
28,615
-2,226
17
$4.98M 1.15%
+109,271
18
$4.98M 1.15%
114,776
+6,603
19
$4.49M 1.04%
28,370
+906
20
$4.28M 0.99%
8,658
+223
21
$4.1M 0.95%
7,804
-1,616
22
$3.94M 0.91%
4,723
+13
23
$3.93M 0.91%
93,589
+29,799
24
$3.86M 0.89%
33,199
+5,427
25
$3.59M 0.83%
7,403
+1,795
1
2 3 4 5