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
$1.16B
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$7.01M
2
+$4.76M
3
+$3.89M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.81M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.69M

Top Sells

1
+$4.37M
2
+$4.08M
3
+$1.63M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.39M
5
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$1.23M

Sector Composition

1 Technology 1.74%
2 Consumer Discretionary 1.22%
3 Energy 0.72%
4 Healthcare 0.27%
5 Materials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$50.1K ﹤0.01%
217
227
$49.3K ﹤0.01%
1,440
228
$49K ﹤0.01%
199
229
$48.8K ﹤0.01%
850
230
$48.8K ﹤0.01%
+793
231
$48.8K ﹤0.01%
109
232
$47.4K ﹤0.01%
90
+33
233
$47K ﹤0.01%
+1,500
234
$46.7K ﹤0.01%
+2,809
235
$44.1K ﹤0.01%
2,675
236
$42.9K ﹤0.01%
431
237
$42.5K ﹤0.01%
427
238
$42.3K ﹤0.01%
68
+11
239
$42.2K ﹤0.01%
325
240
$42.2K ﹤0.01%
2,152
+820
241
$41.5K ﹤0.01%
330
+313
242
$41.2K ﹤0.01%
1,300
-1,900
243
$40.9K ﹤0.01%
209
244
$40.7K ﹤0.01%
399
245
$40.6K ﹤0.01%
586
-700
246
$40.6K ﹤0.01%
821
247
$40.1K ﹤0.01%
+1,306
248
$40.1K ﹤0.01%
569
-991
249
$39.5K ﹤0.01%
755
+525
250
$38.9K ﹤0.01%
510
+389
8 9
10
11 12