BHWM

Beaird Harris Wealth Management Portfolio holdings

AUM $1.47B
1-Year Est. Return 15.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1 +$12M
2 +$8.3M
3 +$7.48M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$7.37M
5
BITB icon
Bitwise Bitcoin ETF
BITB
+$6.65M

Sector Composition

1 Technology 1.54%
2 Consumer Discretionary 1.38%
3 Financials 0.44%
4 Energy 0.4%
5 Healthcare 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BTC
226
Grayscale Bitcoin Mini Trust ETF
BTC
$3.56B
$66.3K ﹤0.01%
1,711
CSCO icon
227
Cisco
CSCO
$505B
$66K ﹤0.01%
857
ENB icon
228
Enbridge
ENB
$123B
$65.3K ﹤0.01%
1,366
+550
UPS icon
229
United Parcel Service
UPS
$92.6B
$64K ﹤0.01%
645
QQQE icon
230
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.37B
$63.8K ﹤0.01%
624
VIG icon
231
Vanguard Dividend Appreciation ETF
VIG
$109B
$63.3K ﹤0.01%
288
EVRG icon
232
Evergy
EVRG
$18.8B
$63.2K ﹤0.01%
872
-151
GEV icon
233
GE Vernova
GEV
$261B
$63K ﹤0.01%
96
GOVT icon
234
iShares US Treasury Bond ETF
GOVT
$41.6B
$62.8K ﹤0.01%
2,726
SCHG icon
235
Schwab US Large-Cap Growth ETF
SCHG
$60.8B
$62.4K ﹤0.01%
1,912
MO icon
236
Altria Group
MO
$116B
$61.5K ﹤0.01%
1,067
RCL icon
237
Royal Caribbean
RCL
$78B
$60.9K ﹤0.01%
218
VGT icon
238
Vanguard Information Technology ETF
VGT
$152B
$60.3K ﹤0.01%
640
XRPR
239
REX-Osprey XRP ETF
XRPR
$48.8M
$60K ﹤0.01%
+4,004
IQDG icon
240
WisdomTree International Quality Dividend Growth Fund
IQDG
$725M
$59.7K ﹤0.01%
1,440
ES icon
241
Eversource Energy
ES
$25.8B
$57.2K ﹤0.01%
850
QQQ icon
242
Invesco QQQ Trust
QQQ
$496B
$56.9K ﹤0.01%
93
GLDM icon
243
SPDR Gold MiniShares Trust
GLDM
$30.5B
$56.5K ﹤0.01%
662
LRCX icon
244
Lam Research
LRCX
$418B
$56.5K ﹤0.01%
330
-143
NRG icon
245
NRG Energy
NRG
$28.2B
$56.1K ﹤0.01%
352
NI icon
246
NiSource
NI
$22B
$55.5K ﹤0.01%
1,328
DVN icon
247
Devon Energy
DVN
$53.3B
$54K ﹤0.01%
1,473
GM icon
248
General Motors
GM
$73.7B
$53.3K ﹤0.01%
655
EWX icon
249
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$749M
$52.6K ﹤0.01%
801
VSDB
250
Vanguard Short Duration Bond ETF
VSDB
$493M
$51.1K ﹤0.01%
+668