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
$1.14B
AUM Growth
+$82.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$6.52M
3
+$6.22M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$5.6M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$5.09M

Top Sells

1
+$22M
2
+$3.67M
3
+$2.48M
4
SHW icon
Sherwin-Williams
SHW
+$1.94M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.73M

Sector Composition

1 Technology 1.42%
2 Consumer Discretionary 0.86%
3 Energy 0.66%
4 Healthcare 0.32%
5 Materials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$26K ﹤0.01%
394
-321
277
$24.8K ﹤0.01%
745
-100
278
$24.7K ﹤0.01%
786
-1,240
279
$24.6K ﹤0.01%
144
280
$24.6K ﹤0.01%
+240
281
$23K ﹤0.01%
200
+175
282
$22.8K ﹤0.01%
148
283
$22.3K ﹤0.01%
498
-2
284
$22.1K ﹤0.01%
902
285
$22.1K ﹤0.01%
427
-593
286
$22.1K ﹤0.01%
446
+283
287
$21.6K ﹤0.01%
51
-14
288
$21.5K ﹤0.01%
114
-1,183
289
$21.4K ﹤0.01%
1,332
-1,369,299
290
$20.7K ﹤0.01%
282
-264
291
$20.6K ﹤0.01%
618
-1
292
$20.5K ﹤0.01%
924
293
$20.5K ﹤0.01%
267
-12
294
$20.4K ﹤0.01%
+486
295
$19.9K ﹤0.01%
+1,067
296
$19.8K ﹤0.01%
556
297
$19.2K ﹤0.01%
127
298
$19.2K ﹤0.01%
161
299
$18.9K ﹤0.01%
292
300
$18.2K ﹤0.01%
718
10 11
12
13 14