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
$1.14B
AUM Growth
+$82.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$6.52M
3
+$6.22M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$5.6M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$5.09M

Top Sells

1
+$22M
2
+$3.67M
3
+$2.48M
4
SHW icon
Sherwin-Williams
SHW
+$1.94M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.73M

Sector Composition

1 Technology 1.42%
2 Consumer Discretionary 0.86%
3 Energy 0.66%
4 Healthcare 0.32%
5 Materials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$36.9K ﹤0.01%
1,042
+68
252
$36.2K ﹤0.01%
510
-450
253
$36.2K ﹤0.01%
325
254
$35.6K ﹤0.01%
620
+173
255
$35.4K ﹤0.01%
253
-1
256
$35.3K ﹤0.01%
262
257
$34.5K ﹤0.01%
662
258
$34.1K ﹤0.01%
840
-36
259
$33.9K ﹤0.01%
431
-499
260
$33.7K ﹤0.01%
1,115
261
$33.4K ﹤0.01%
57
262
$32.6K ﹤0.01%
170
-121
263
$31.9K ﹤0.01%
350
+1
264
$31.6K ﹤0.01%
328
-271
265
$31.5K ﹤0.01%
+181
266
$30.9K ﹤0.01%
203
-231
267
$30.2K ﹤0.01%
274
268
$30.2K ﹤0.01%
58
269
$29.2K ﹤0.01%
1,090
270
$29K ﹤0.01%
1,020
271
$28.6K ﹤0.01%
387
-215
272
$28.1K ﹤0.01%
57
-1
273
$27.6K ﹤0.01%
15
274
$27.6K ﹤0.01%
239
-1,634
275
$27.3K ﹤0.01%
387
-792
9 10
11
12 13