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
$1.16B
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$7.01M
2
+$4.76M
3
+$3.89M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.81M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.69M

Top Sells

1
+$4.37M
2
+$4.08M
3
+$1.63M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.39M
5
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$1.23M

Sector Composition

1 Technology 1.74%
2 Consumer Discretionary 1.22%
3 Energy 0.72%
4 Healthcare 0.27%
5 Materials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$38.3K ﹤0.01%
846
252
$38.1K ﹤0.01%
396
253
$36.8K ﹤0.01%
1,123
+807
254
$35.9K ﹤0.01%
203
255
$35.9K ﹤0.01%
336
256
$35.9K ﹤0.01%
+201
257
$35.8K ﹤0.01%
892
+644
258
$35.5K ﹤0.01%
73
-75
259
$35.3K ﹤0.01%
317
-11
260
$35.1K ﹤0.01%
+1,636
261
$34.6K ﹤0.01%
816
-24
262
$34.4K ﹤0.01%
662
263
$34.2K ﹤0.01%
+98
264
$34.1K ﹤0.01%
+928
265
$34K ﹤0.01%
+329
266
$34K ﹤0.01%
253
267
$33.4K ﹤0.01%
53
+37
268
$33.3K ﹤0.01%
405
-250
269
$33K ﹤0.01%
+880
270
$33K ﹤0.01%
358
+208
271
$32.7K ﹤0.01%
274
272
$32K ﹤0.01%
922
-120
273
$31.7K ﹤0.01%
15
274
$31.4K ﹤0.01%
+3,364
275
$31K ﹤0.01%
349
-1
9 10
11
12 13