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
$1.14B
AUM Growth
+$82.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$6.52M
3
+$6.22M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$5.6M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$5.09M

Top Sells

1
+$22M
2
+$3.67M
3
+$2.48M
4
SHW icon
Sherwin-Williams
SHW
+$1.94M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.73M

Sector Composition

1 Technology 1.42%
2 Consumer Discretionary 0.86%
3 Energy 0.66%
4 Healthcare 0.32%
5 Materials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$55.4K ﹤0.01%
+248
227
$54.8K ﹤0.01%
115
+99
228
$54.8K ﹤0.01%
9,270
-405
229
$50.9K ﹤0.01%
89
-139
230
$50.5K ﹤0.01%
700
+671
231
$50.4K ﹤0.01%
88
-9
232
$50.2K ﹤0.01%
805
-35
233
$49.8K ﹤0.01%
1,912
234
$46.4K ﹤0.01%
303
-60
235
$45.9K ﹤0.01%
846
236
$45.6K ﹤0.01%
427
237
$45.6K ﹤0.01%
199
238
$45K ﹤0.01%
797
-68
239
$44.4K ﹤0.01%
942
+591
240
$41.4K ﹤0.01%
209
241
$41.3K ﹤0.01%
399
242
$40.9K ﹤0.01%
896
+131
243
$40.4K ﹤0.01%
396
244
$40.2K ﹤0.01%
109
-28
245
$39.5K ﹤0.01%
2,675
246
$39.4K ﹤0.01%
821
247
$38.5K ﹤0.01%
217
248
$38K ﹤0.01%
244
-95
249
$38K ﹤0.01%
336
250
$37.4K ﹤0.01%
309
-1,414
8 9
10
11 12