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
$1.06B
AUM Growth
+$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$20.9M
3
+$9.86M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.57M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$6.32M

Top Sells

1
+$20.6M
2
+$11.6M
3
+$8.87M
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$5.04M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$4.51M

Sector Composition

1 Energy 3.15%
2 Technology 1.35%
3 Industrials 0.54%
4 Materials 0.42%
5 Consumer Discretionary 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$49.2K ﹤0.01%
+840
227
$48.9K ﹤0.01%
97
-45
228
$48.2K ﹤0.01%
850
229
$48.2K ﹤0.01%
+1,912
230
$47.9K ﹤0.01%
508
+8
231
$44.9K ﹤0.01%
363
232
$44.9K ﹤0.01%
+452
233
$43K ﹤0.01%
137
234
$42.9K ﹤0.01%
1,693
+1,177
235
$42.4K ﹤0.01%
1,020
+5
236
$41.7K ﹤0.01%
602
+190
237
$41.1K ﹤0.01%
427
238
$41K ﹤0.01%
846
239
$40.2K ﹤0.01%
199
-16
240
$39.8K ﹤0.01%
+821
241
$39.7K ﹤0.01%
662
+642
242
$39.1K ﹤0.01%
2,000
243
$38.5K ﹤0.01%
784
-1,136
244
$38.2K ﹤0.01%
209
245
$38K ﹤0.01%
599
246
$37.4K ﹤0.01%
546
+175
247
$37.1K ﹤0.01%
2,675
248
$36.6K ﹤0.01%
3,029
-5
249
$36.2K ﹤0.01%
325
250
$36K ﹤0.01%
336
8 9
10
11 12