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
$953M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13.8M
3
+$12.2M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$8.97M
5
SCMB icon
Schwab Municipal Bond ETF
SCMB
+$6.32M

Top Sells

1
+$12.9M
2
+$6.59M
3
+$6.22M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.18M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$711K

Sector Composition

1 Energy 2.79%
2 Technology 1.07%
3 Materials 0.56%
4 Industrials 0.45%
5 Healthcare 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$17.4K ﹤0.01%
+451
277
$17.4K ﹤0.01%
+230
278
$17.1K ﹤0.01%
924
279
$17.1K ﹤0.01%
237
280
$17K ﹤0.01%
206
-49
281
$17K ﹤0.01%
344
-5
282
$16.7K ﹤0.01%
+161
283
$16.6K ﹤0.01%
+122
284
$16.5K ﹤0.01%
200
+20
285
$16.3K ﹤0.01%
+467
286
$16.3K ﹤0.01%
325
287
$16.3K ﹤0.01%
+115
288
$16.1K ﹤0.01%
249
289
$15.9K ﹤0.01%
740
290
$15.7K ﹤0.01%
+69
291
$15.3K ﹤0.01%
+28
292
$14.8K ﹤0.01%
265
-17
293
$14.6K ﹤0.01%
202
+5
294
$14.5K ﹤0.01%
+242
295
$14.5K ﹤0.01%
+41
296
$14.4K ﹤0.01%
480
297
$14.3K ﹤0.01%
316
298
$14.3K ﹤0.01%
100
299
$14.1K ﹤0.01%
400
300
$14.1K ﹤0.01%
556
10 11
12
13 14