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
$456M
AUM Growth
+$93.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$14.1M
3
+$9.62M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$7.96M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.87M

Top Sells

1
+$2.1M
2
+$760K
3
+$422K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$310K
5
PHYS icon
Sprott Physical Gold
PHYS
+$307K

Sector Composition

1 Energy 4.44%
2 Technology 1.42%
3 Industrials 0.76%
4 Materials 0.73%
5 Healthcare 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$10K ﹤0.01%
+154
277
$10K ﹤0.01%
211
278
$10K ﹤0.01%
106
279
$10K ﹤0.01%
+318
280
$10K ﹤0.01%
120
281
$10K ﹤0.01%
300
282
$10K ﹤0.01%
24,400
283
$9K ﹤0.01%
+114
284
$9K ﹤0.01%
+117
285
$9K ﹤0.01%
+132
286
$9K ﹤0.01%
+108
287
$9K ﹤0.01%
717
288
$9K ﹤0.01%
977
289
$9K ﹤0.01%
177
290
$9K ﹤0.01%
76
-125
291
$9K ﹤0.01%
595
+395
292
$9K ﹤0.01%
3,630
293
$9K ﹤0.01%
1,250
294
$9K ﹤0.01%
69
+15
295
$9K ﹤0.01%
+200
296
$9K ﹤0.01%
+200
297
$9K ﹤0.01%
229
298
$9K ﹤0.01%
254
-2,000
299
$8K ﹤0.01%
300
300
$8K ﹤0.01%
386
10 11
12
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