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
$363M
AUM Growth
+$86.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$46.2M
2
+$20.9M
3
+$14.8M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$14.8M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$11M

Top Sells

1
+$19.8M
2
+$2.58M
3
+$2.11M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.86M
5
SHW icon
Sherwin-Williams
SHW
+$1.3M

Sector Composition

1 Technology 1.61%
2 Energy 0.85%
3 Materials 0.51%
4 Healthcare 0.51%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$10K ﹤0.01%
+370
252
$9K ﹤0.01%
158
-2,523
253
$9K ﹤0.01%
115
+65
254
$9K ﹤0.01%
386
255
$9K ﹤0.01%
162
256
$9K ﹤0.01%
177
257
$9K ﹤0.01%
1,635
+302
258
$9K ﹤0.01%
229
-446
259
$8K ﹤0.01%
+45
260
$8K ﹤0.01%
+10
261
$8K ﹤0.01%
+90
262
$8K ﹤0.01%
200
263
$8K ﹤0.01%
18
-12
264
$8K ﹤0.01%
660
265
$8K ﹤0.01%
49
-626
266
$8K ﹤0.01%
2,615
267
$8K ﹤0.01%
81
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268
$8K ﹤0.01%
14
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269
$8K ﹤0.01%
211
270
$8K ﹤0.01%
210
+43
271
$8K ﹤0.01%
300
272
$8K ﹤0.01%
+470
273
$7K ﹤0.01%
926
+1
274
$7K ﹤0.01%
118
-2,514
275
$7K ﹤0.01%
166
9 10
11
12 13