BHWM

Beaird Harris Wealth Management Portfolio holdings

AUM $1.41B
1-Year Est. Return 11.71%
This Quarter Est. Return
1 Year Est. Return
+11.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$277M
AUM Growth
+$3.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$5.03M
3
+$4.31M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$4.1M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.37M

Top Sells

1
+$2.24M
2
+$2.14M
3
+$1.88M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.34M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.05M

Sector Composition

1 Energy 7.12%
2 Technology 4.09%
3 Industrials 1.49%
4 Materials 1.47%
5 Financials 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$30K 0.01%
253
227
$29K 0.01%
650
-420
228
$28K 0.01%
527
-4,544
229
$27K 0.01%
200
230
$27K 0.01%
+710
231
$27K 0.01%
320
232
$27K 0.01%
100
-1,500
233
$26K 0.01%
119
234
$26K 0.01%
618
235
$26K 0.01%
281
+44
236
$25K 0.01%
1,350
-189
237
$25K 0.01%
480
238
$24K 0.01%
447
239
$24K 0.01%
300
240
$24K 0.01%
400
241
$23K 0.01%
1,575
242
$23K 0.01%
178
243
$23K 0.01%
+138
244
$23K 0.01%
1,000
245
$22K 0.01%
368
246
$22K 0.01%
+673
247
$21K 0.01%
504
-1,787
248
$21K 0.01%
381
249
$20K 0.01%
300
+3
250
$20K 0.01%
108
8 9
10
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