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
$277M
AUM Growth
+$3.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$5.03M
3
+$4.31M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$4.1M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.37M

Top Sells

1
+$2.24M
2
+$2.14M
3
+$1.88M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.34M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.05M

Sector Composition

1 Energy 7.12%
2 Technology 4.09%
3 Industrials 1.49%
4 Materials 1.47%
5 Financials 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$20K 0.01%
123
+18
252
$20K 0.01%
+151
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$20K 0.01%
337
+2
254
$20K 0.01%
715
+500
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$20K 0.01%
244
+242
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$19K 0.01%
791
257
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355
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258
$19K 0.01%
248
-300
259
$19K 0.01%
125
260
$18K 0.01%
310
+226
261
$17K 0.01%
100
+31
262
$17K 0.01%
100
263
$17K 0.01%
308
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264
$17K 0.01%
95
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265
$17K 0.01%
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266
$17K 0.01%
144
267
$17K 0.01%
917
268
$17K 0.01%
366
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269
$16K 0.01%
260
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$16K 0.01%
151
271
$16K 0.01%
+500
272
$16K 0.01%
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273
$16K 0.01%
2,247
274
$16K 0.01%
851
275
$16K 0.01%
304
9 10
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