BHWM

Beaird Harris Wealth Management Portfolio holdings

AUM $1.29B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
+11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$363M
AUM Growth
+$86.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$46.2M
2
+$20.9M
3
+$14.8M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$14.8M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$11M

Top Sells

1
+$19.8M
2
+$2.58M
3
+$2.11M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.86M
5
SHW icon
Sherwin-Williams
SHW
+$1.3M

Sector Composition

1 Technology 1.61%
2 Energy 0.85%
3 Materials 0.51%
4 Healthcare 0.51%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14K ﹤0.01%
141
227
$14K ﹤0.01%
144
228
$14K ﹤0.01%
+127
229
$14K ﹤0.01%
1,000
230
$13K ﹤0.01%
556
231
$13K ﹤0.01%
406
+242
232
$13K ﹤0.01%
304
233
$13K ﹤0.01%
522
234
$13K ﹤0.01%
366
235
$12K ﹤0.01%
460
-649
236
$12K ﹤0.01%
218
237
$12K ﹤0.01%
+111
238
$12K ﹤0.01%
3,200
239
$11K ﹤0.01%
69
-31
240
$11K ﹤0.01%
650
-201
241
$11K ﹤0.01%
3,630
242
$11K ﹤0.01%
917
243
$11K ﹤0.01%
300
244
$11K ﹤0.01%
+24,400
245
$10K ﹤0.01%
100
-45
246
$10K ﹤0.01%
275
247
$10K ﹤0.01%
146
-942
248
$10K ﹤0.01%
106
249
$10K ﹤0.01%
2,247
250
$10K ﹤0.01%
120
8 9
10
11 12