BHPW
Box Hill Private Wealth Portfolio holdings
AUM
$98.8M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$98.8M
AUM Growth
–
Holding
55
Top Buys
| 1 | +$18.2M | |
| 2 | +$15.3M | |
| 3 | +$6.49M | |
| 4 |
Vanguard Small-Cap ETF
VB
|
+$4.98M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$3.52M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 10.62% |
| 2 | Communication Services | 5.03% |
| 3 | Consumer Discretionary | 4.5% |
| 4 | Financials | 4.19% |
| 5 | Healthcare | 1.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Marvell Technology
MRVL
$69.8B
| $246K | 0.25% |
+2,893
|
|
||
52
Home Depot
HD
$379B
| $239K | 0.24% |
+696
|
|
||
53
Micron Technology
MU
$432B
| $238K | 0.24% |
+835
|
|
||
54
iShares Silver Trust
SLV
$44.2B
| $227K | 0.23% |
+3,530
|
|
||
55
AbbVie
ABBV
$395B
| $222K | 0.22% |
+971
|
|