Portfolio (Quarterly)
Guide ↗
Beverly Hills Private Wealth, LLC
· CIK 0001965710| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | WEX | WEX INC | Technology | 1,382 | $212K | 0.04% | SOLD |
| 102 | LYG | LLOYDS BANKING GROUP PLC | Financial Services | 41,680 | $210K | 0.04% | SOLD |
| 103 | LAZ | LAZARD INC | Financial Services | 4,921 | $209K | 0.04% | SOLD |
| 104 | CDP | COPT DEFENSE PROPERTIES | Real Estate | 6,831 | $209K | 0.04% | SOLD |
| 105 | EMN | EASTMAN CHEM CO | Basic Materials | 2,703 | $206K | 0.03% | SOLD |
| 106 | SDY | SPDR SERIES TRUST | — | 1,409 | $206K | 0.03% | SOLD |
| 107 | SBAC | SBA COMMUNICATIONS CORP | Real Estate | 1,181 | $203K | 0.03% | SOLD |
| 108 | TLH | ISHARES TR | — | 1,991 | $201K | 0.03% | SOLD |
| 109 | SBSW | SIBANYE STILLWATER LTD | Basic Materials | 15,325 | $189K | 0.03% | SOLD |
| 110 | VNET | VNET GROUP INC | Technology | 20,612 | $173K | 0.03% | SOLD |
| 111 | CX | CEMEX SA EURO MTN BE 144A | Basic Materials | 14,878 | $170K | 0.03% | SOLD |
| 112 | KEP | KOREA ELEC PWR CORP | Utilities | 10,656 | $152K | 0.03% | SOLD |
| 113 | TU | TELUS CORPORATION | Communication Services | 11,271 | $145K | 0.02% | SOLD |
| 114 | VLRS | CONTROLADORA VUELA COMP DE A | Industrials | 15,999 | $116K | 0.02% | SOLD |
| 115 | AVTR | AVANTOR INC | Healthcare | 14,153 | $111K | 0.02% | 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%