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
$953M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13.8M
3
+$12.2M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$8.97M
5
SCMB icon
Schwab Municipal Bond ETF
SCMB
+$6.32M

Top Sells

1
+$12.9M
2
+$6.59M
3
+$6.22M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.18M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$711K

Sector Composition

1 Energy 2.79%
2 Technology 1.07%
3 Materials 0.56%
4 Industrials 0.45%
5 Healthcare 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$30.2K ﹤0.01%
325
227
$29.9K ﹤0.01%
255
228
$29.5K ﹤0.01%
448
+385
229
$29.1K ﹤0.01%
922
230
$29K ﹤0.01%
750
+500
231
$28.4K ﹤0.01%
399
232
$28.1K ﹤0.01%
650
233
$28.1K ﹤0.01%
217
-170
234
$27.1K ﹤0.01%
246
235
$27.1K ﹤0.01%
662
236
$27K ﹤0.01%
1,150
237
$26.7K ﹤0.01%
2,680
238
$26.4K ﹤0.01%
262
239
$26.4K ﹤0.01%
845
240
$26.3K ﹤0.01%
1,090
-2,400
241
$26.3K ﹤0.01%
274
242
$26K ﹤0.01%
618
243
$25.7K ﹤0.01%
137
-127
244
$24.7K ﹤0.01%
371
245
$24.5K ﹤0.01%
847
-557
246
$24.1K ﹤0.01%
129
247
$23.9K ﹤0.01%
45
+31
248
$23K ﹤0.01%
335
+58
249
$22.5K ﹤0.01%
+51
250
$22.2K ﹤0.01%
1,020
8 9
10
11 12