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
$535M
AUM Growth
+$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
796
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$4.65M
3
+$3.27M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.43M

Top Sells

1
+$9M
2
+$2.12M
3
+$1.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.07M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$779K

Sector Composition

1 Energy 4.21%
2 Technology 1.46%
3 Industrials 0.85%
4 Healthcare 0.77%
5 Materials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$20.6K ﹤0.01%
109
+40
252
$20.5K ﹤0.01%
+40
253
$20.4K ﹤0.01%
46
254
$20.2K ﹤0.01%
+14
255
$20.1K ﹤0.01%
138
256
$19.4K ﹤0.01%
316
257
$19.4K ﹤0.01%
300
258
$19.4K ﹤0.01%
+73
259
$18.9K ﹤0.01%
135
+35
260
$18.7K ﹤0.01%
+48
261
$18.7K ﹤0.01%
178
262
$18.5K ﹤0.01%
791
263
$18.5K ﹤0.01%
+113
264
$18.4K ﹤0.01%
+26
265
$18.3K ﹤0.01%
618
266
$18.3K ﹤0.01%
480
267
$18.2K ﹤0.01%
+47
268
$18.1K ﹤0.01%
750
269
$17.9K ﹤0.01%
+62
270
$17.6K ﹤0.01%
+830
271
$17.6K ﹤0.01%
1,579
+1,073
272
$17.1K ﹤0.01%
342
+93
273
$17.1K ﹤0.01%
112
+12
274
$16.8K ﹤0.01%
123
275
$16.7K ﹤0.01%
+76
9 10
11
12 13