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
$835M
AUM Growth
+$278M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Sells

1 +$13.3M
2 +$7.94M
3 +$944K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$865K
5
DFIV icon
Dimensional International Value ETF
DFIV
+$792K

Sector Composition

1 Energy 2.77%
2 Technology 1.06%
3 Industrials 0.5%
4 Materials 0.5%
5 Healthcare 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$21.3K ﹤0.01%
325
227
$20.5K ﹤0.01%
281
228
$20.1K ﹤0.01%
1,205
+332
229
$19.9K ﹤0.01%
138
230
$19.4K ﹤0.01%
237
231
$18.9K ﹤0.01%
190
-7
232
$17.9K ﹤0.01%
282
-57
233
$17.9K ﹤0.01%
750
234
$17.8K ﹤0.01%
219
+91
235
$17.8K ﹤0.01%
127
236
$17.6K ﹤0.01%
123
237
$17.5K ﹤0.01%
61
238
$17.1K ﹤0.01%
325
239
$16.8K ﹤0.01%
480
240
$16.8K ﹤0.01%
234
241
$16K ﹤0.01%
740
242
$15.9K ﹤0.01%
100
243
$15.7K ﹤0.01%
277
244
$15.3K ﹤0.01%
120
245
$15.3K ﹤0.01%
316
246
$14.9K ﹤0.01%
249
247
$14.8K ﹤0.01%
1,250
248
$14.7K ﹤0.01%
192
249
$14.2K ﹤0.01%
178
250
$13.8K ﹤0.01%
141