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
$535M
AUM Growth
+$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
796
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$4.65M
3
+$3.27M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.43M

Top Sells

1
+$9M
2
+$2.12M
3
+$1.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.07M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$779K

Sector Composition

1 Energy 4.21%
2 Technology 1.46%
3 Industrials 0.85%
4 Healthcare 0.77%
5 Materials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$16.7K ﹤0.01%
+105
277
$16.6K ﹤0.01%
+23
278
$16.5K ﹤0.01%
127
+100
279
$16.4K ﹤0.01%
+303
280
$16.3K ﹤0.01%
639
+83
281
$16.2K ﹤0.01%
+92
282
$16.2K ﹤0.01%
355
283
$16.2K ﹤0.01%
1,275
-75
284
$16.1K ﹤0.01%
873
285
$15.8K ﹤0.01%
+139
286
$15.5K ﹤0.01%
+804
287
$15.4K ﹤0.01%
+105
288
$15.1K ﹤0.01%
+178
289
$15K ﹤0.01%
740
-325
290
$15K ﹤0.01%
151
+7
291
$14.7K ﹤0.01%
127
+99
292
$14.3K ﹤0.01%
366
293
$14.3K ﹤0.01%
141
294
$14.3K ﹤0.01%
90
+21
295
$14K ﹤0.01%
+133
296
$13.7K ﹤0.01%
+249
297
$13.6K ﹤0.01%
262
+1
298
$13.6K ﹤0.01%
1,000
299
$13.1K ﹤0.01%
188
+68
300
$12.7K ﹤0.01%
23
+9
10 11
12
13 14