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
$1.18B
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$8.34M
2
+$5.91M
3
+$4.01M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.99M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$3.83M

Top Sells

1
+$2.16M
2
+$1.59M
3
+$1.45M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.14M
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$1.05M

Sector Composition

1 Technology 1.47%
2 Consumer Discretionary 0.86%
3 Energy 0.59%
4 Healthcare 0.28%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$36.7K ﹤0.01%
215
+12
252
$36.6K ﹤0.01%
329
253
$36.5K ﹤0.01%
592
-628
254
$36.5K ﹤0.01%
136
-63
255
$36.2K ﹤0.01%
816
256
$36K ﹤0.01%
53
257
$35.4K ﹤0.01%
976
+54
258
$34.2K ﹤0.01%
+1,000
259
$34.1K ﹤0.01%
1,000
-500
260
$33.1K ﹤0.01%
518
261
$32.9K ﹤0.01%
700
-600
262
$32.7K ﹤0.01%
349
263
$32.6K ﹤0.01%
325
264
$32.6K ﹤0.01%
73
265
$32.1K ﹤0.01%
1,035
-80
266
$31.6K ﹤0.01%
1,020
267
$30.7K ﹤0.01%
98
268
$30.6K ﹤0.01%
274
269
$29.9K ﹤0.01%
809
-71
270
$29.8K ﹤0.01%
71
271
$29.7K ﹤0.01%
+421
272
$29.2K ﹤0.01%
325
273
$29.1K ﹤0.01%
170
274
$28.6K ﹤0.01%
82
275
$28.2K ﹤0.01%
388
9 10
11
12 13