BHPW
Beverly Hills Private Wealth Portfolio holdings
AUM
$533M
1-Year Est. Return
19.62%
1 Year Est. Return
+19.62%
AUM
$505M
AUM Growth
+$10.1M
(+2%)
Holding
350
Top Buys
| 1 | +$2.5M | |
| 2 | +$1.99M | |
| 3 | +$1.39M | |
| 4 |
Corning
GLW
|
+$1.34M |
| 5 |
MGM Resorts International
MGM
|
+$1.31M |
Top Sells
| 1 | +$1.75M | |
| 2 | +$987K | |
| 3 | +$848K | |
| 4 |
NVIDIA
NVDA
|
+$791K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.67T
| $25.2M | 4.99% |
113,559
-1,788
|
|
||
2
Microsoft
MSFT
$3.8T
| $17.3M | 3.42% |
46,051
+505
|
|
||
3
Berkshire Hathaway Class B
BRK.B
$1.05T
| $14.4M | 2.84% |
26,998
-580
|
|
||
4
JPMorgan Chase
JPM
$813B
| $13.3M | 2.62% |
54,080
-235
|
|
||
5
Amazon
AMZN
$2.29T
| $11.3M | 2.23% |
59,171
+1,688
|
|
||
6
Vanguard Intermediate-Term Treasury ETF
VGIT
$33.2B
| $10.9M | 2.16% |
183,807
+42,145
|
|
||
7
Philip Morris
PM
$243B
| $10.8M | 2.13% |
67,907
+1,187
|
|
||
8
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
| $10.6M | 2.09% |
179,852
+22,240
|
|
||
|
9
NVIDIA
NVDA
$4.43T
| $10.4M | 2.05% |
95,553
-7,301
|
|
||
10
Meta Platforms (Facebook)
META
$1.79T
| $7.67M | 1.52% |
13,300
+352
|
|
||
11
Charles Schwab
SCHW
$170B
| $7.35M | 1.45% |
93,943
+8,633
|
|
||
12
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.27B
| $6.58M | 1.3% |
65,667
-6,715
|
|
||
13
Verizon
VZ
$170B
| $6.11M | 1.21% |
134,651
+25,729
|
|
||
14
Elevance Health
ELV
$78.4B
| $5.89M | 1.17% |
13,552
+1,755
|
|
||
15
UnitedHealth
UNH
$323B
| $5.58M | 1.1% |
10,655
+547
|
|
||
16
Comcast
CMCSA
$108B
| $5.43M | 1.07% |
147,249
+8,074
|
|
||
17
Visa
V
$651B
| $5.33M | 1.05% |
15,218
+393
|
|
||
18
Janus Henderson AAA CLO ETF
JAAA
$25.1B
| $5.05M | 1% |
99,630
-19,464
|
|
||
19
Alphabet (Google) Class C
GOOG
$3.05T
| $5.04M | 1% |
32,270
-1,139
|
|
||
20
PepsiCo
PEP
$209B
| $5.01M | 0.99% |
33,418
+5,093
|
|
||
21
Kroger
KR
$45.6B
| $4.92M | 0.97% |
72,660
+4,566
|
|
||
22
TSMC
TSM
$1.56T
| $4.89M | 0.97% |
29,478
+675
|
|
||
23
Broadcom
AVGO
$1.67T
| $4.79M | 0.95% |
28,630
-1,662
|
|
||
24
Vanguard Mortgage-Backed Securities ETF
VMBS
$15B
| $4.38M | 0.87% |
94,647
-5,934
|
|
||
25
Chevron
CVX
$306B
| $4.35M | 0.86% |
26,013
+85
|
|