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
$535M
AUM Growth
+$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
796
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$4.65M
3
+$3.27M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.43M

Top Sells

1
+$9M
2
+$2.12M
3
+$1.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.07M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$779K

Sector Composition

1 Energy 4.21%
2 Technology 1.46%
3 Industrials 0.85%
4 Healthcare 0.77%
5 Materials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$25.8K ﹤0.01%
+79
227
$25.7K ﹤0.01%
710
228
$25.2K ﹤0.01%
443
+44
229
$25K ﹤0.01%
527
230
$24.9K ﹤0.01%
922
231
$24.7K ﹤0.01%
2,675
232
$24.6K ﹤0.01%
367
+29
233
$24.5K ﹤0.01%
+123
234
$24.5K ﹤0.01%
411
-124
235
$23.7K ﹤0.01%
4,000
236
$23.5K ﹤0.01%
+698
237
$23.4K ﹤0.01%
1,090
-2,180
238
$23.4K ﹤0.01%
473
239
$23K ﹤0.01%
+191
240
$23K ﹤0.01%
1,575
241
$22.7K ﹤0.01%
612
242
$22.5K ﹤0.01%
+67
243
$22.5K ﹤0.01%
1,020
244
$22.4K ﹤0.01%
394
+385
245
$22.2K ﹤0.01%
193
+66
246
$22.1K ﹤0.01%
258
+243
247
$21.6K ﹤0.01%
274
248
$21.5K ﹤0.01%
520
+291
249
$21.1K ﹤0.01%
223
-173
250
$20.6K ﹤0.01%
200
8 9
10
11 12