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
$1.18B
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$8.34M
2
+$5.91M
3
+$4.01M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.99M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$3.83M

Top Sells

1
+$2.16M
2
+$1.59M
3
+$1.45M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.14M
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$1.05M

Sector Composition

1 Technology 1.47%
2 Consumer Discretionary 0.86%
3 Energy 0.59%
4 Healthcare 0.28%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$47.1K ﹤0.01%
2,809
227
$45.4K ﹤0.01%
83
-7
228
$45.3K ﹤0.01%
755
229
$44.7K ﹤0.01%
217
230
$44.3K ﹤0.01%
586
231
$43.7K ﹤0.01%
821
232
$43.7K ﹤0.01%
427
233
$43.6K ﹤0.01%
560
+293
234
$43.5K ﹤0.01%
613
+44
235
$43K ﹤0.01%
412
-1
236
$42K ﹤0.01%
1,123
237
$41K ﹤0.01%
846
238
$41K ﹤0.01%
662
239
$40.7K ﹤0.01%
74
-35
240
$40.5K ﹤0.01%
209
241
$40.3K ﹤0.01%
201
242
$39.9K ﹤0.01%
253
243
$39.1K ﹤0.01%
358
244
$38.5K ﹤0.01%
330
245
$38.1K ﹤0.01%
1,219
246
$37.6K ﹤0.01%
3,364
247
$37.5K ﹤0.01%
370
-26
248
$37.2K ﹤0.01%
405
249
$37.2K ﹤0.01%
928
250
$36.9K ﹤0.01%
68
8 9
10
11 12