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
$363M
AUM Growth
+$86.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$46.2M
2
+$20.9M
3
+$14.8M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$14.8M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$11M

Top Sells

1
+$19.8M
2
+$2.58M
3
+$2.11M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.86M
5
SHW icon
Sherwin-Williams
SHW
+$1.3M

Sector Composition

1 Technology 1.61%
2 Energy 0.85%
3 Materials 0.51%
4 Healthcare 0.51%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$7K ﹤0.01%
166
277
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278
$7K ﹤0.01%
262
279
$7K ﹤0.01%
81
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280
$7K ﹤0.01%
54
-15
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100
-2,793
282
$7K ﹤0.01%
35
283
$7K ﹤0.01%
1,152
284
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31
285
$7K ﹤0.01%
690
286
$6K ﹤0.01%
155
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287
$6K ﹤0.01%
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288
$6K ﹤0.01%
396
289
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62
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+50
291
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717
292
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55
294
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295
295
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48
297
$6K ﹤0.01%
240
298
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575
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299
$6K ﹤0.01%
200
300
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644
10 11
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