Portfolio (Quarterly)
Guide ↗
Beverly Hills Private Wealth, LLC
· CIK 0001965710| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | BVN | COMPANIA DE MINAS BUENAVENTU | Basic Materials | 7,300 | $263K | 0.04% | SOLD |
| 82 | TM | TOYOTA MOTOR CORP | Consumer Cyclical | 1,267 | $261K | 0.04% | SOLD |
| 83 | CRL | CHARLES RIV LABS INTL INC | Healthcare | 1,505 | $260K | 0.04% | SOLD |
| 84 | CACI | CACI INTL INC | Technology | 476 | $259K | 0.04% | SOLD |
| 85 | EQNR | EQUINOR ASA | Energy | 6,099 | $257K | 0.04% | SOLD |
| 86 | AKAM | AKAMAI TECHNOLOGIES INC | Technology | 2,234 | $257K | 0.04% | SOLD |
| 87 | EWBC | EAST WEST BANCORP INC | Financial Services | 2,402 | $256K | 0.04% | SOLD |
| 88 | TFC | TRUIST FINL CORP | Financial Services | 5,556 | $255K | 0.04% | SOLD |
| 89 | VICI | VICI PPTYS INC | Real Estate | 9,238 | $252K | 0.04% | SOLD |
| 90 | HMY | HARMONY GOLD MNG LTD | Basic Materials | 15,232 | $234K | 0.04% | SOLD |
| 91 | SON | SONOCO PRODS CO | Consumer Cyclical | 4,318 | $234K | 0.04% | SOLD |
| 92 | CBT | CABOT CORP | Basic Materials | 3,101 | $234K | 0.04% | SOLD |
| 93 | NTAP | NETAPP INC | Technology | 2,256 | $231K | 0.04% | SOLD |
| 94 | — | QIAGEN NV | — | 5,728 | $229K | 0.04% | SOLD |
| 95 | CGMS | CAPITAL GRP FIXED INCM ETF T | — | 8,222 | $224K | 0.04% | SOLD |
| 96 | BIO | BIO RAD LABS INC | Healthcare | 803 | $224K | 0.04% | SOLD |
| 97 | BOX | BOX INC | Technology | 9,398 | $222K | 0.04% | SOLD |
| 98 | CYD | CHINA YUCHAI INTL LTD | Industrials | 5,614 | $216K | 0.04% | SOLD |
| 99 | BCS | BARCLAYS PLC | Financial Services | 10,201 | $216K | 0.04% | SOLD |
| 100 | IUSB | ISHARES TR | — | 4,589 | $212K | 0.04% | SOLD |
Sector Allocation
Technology
25.2%
Financial Services
24.5%
Healthcare
9.5%
Communication Services
8.8%
Consumer Cyclical
7.8%
Consumer Defensive
6.6%
Real Estate
5.4%
Industrials
4.9%
Energy
4.3%
Utilities
1.9%