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
$953M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13.8M
3
+$12.2M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$8.97M
5
SCMB icon
Schwab Municipal Bond ETF
SCMB
+$6.32M

Top Sells

1
+$12.9M
2
+$6.59M
3
+$6.22M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.18M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$711K

Sector Composition

1 Energy 2.79%
2 Technology 1.07%
3 Materials 0.56%
4 Industrials 0.45%
5 Healthcare 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$21.9K ﹤0.01%
902
252
$21.8K ﹤0.01%
431
+365
253
$21.7K ﹤0.01%
138
254
$21.4K ﹤0.01%
579
+560
255
$21.3K ﹤0.01%
1,550
256
$21.3K ﹤0.01%
+15
257
$21.2K ﹤0.01%
+21
258
$21.2K ﹤0.01%
144
+84
259
$20.3K ﹤0.01%
242
+94
260
$20.2K ﹤0.01%
237
+188
261
$19.9K ﹤0.01%
+242
262
$19.8K ﹤0.01%
612
263
$19.7K ﹤0.01%
720
264
$19.6K ﹤0.01%
+58
265
$19.5K ﹤0.01%
+180
266
$19.3K ﹤0.01%
1,250
267
$19.3K ﹤0.01%
238
+60
268
$19.2K ﹤0.01%
+33
269
$18.7K ﹤0.01%
+33
270
$18.4K ﹤0.01%
236
+151
271
$18.2K ﹤0.01%
+298
272
$18.2K ﹤0.01%
750
-1,325
273
$18K ﹤0.01%
500
+498
274
$17.8K ﹤0.01%
127
275
$17.8K ﹤0.01%
+405
9 10
11
12 13