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
$1.16B
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$7.01M
2
+$4.76M
3
+$3.89M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.81M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.69M

Top Sells

1
+$4.37M
2
+$4.08M
3
+$1.63M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.39M
5
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$1.23M

Sector Composition

1 Technology 1.74%
2 Consumer Discretionary 1.22%
3 Energy 0.72%
4 Healthcare 0.27%
5 Materials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$30.5K ﹤0.01%
1,115
277
$30.2K ﹤0.01%
71
+20
278
$29.8K ﹤0.01%
+518
279
$29.6K ﹤0.01%
42
+36
280
$29K ﹤0.01%
825
-4,277
281
$28.8K ﹤0.01%
170
282
$28K ﹤0.01%
388
+278
283
$27.8K ﹤0.01%
+82
284
$27.1K ﹤0.01%
+365
285
$26.9K ﹤0.01%
1,020
286
$26.8K ﹤0.01%
1,090
287
$26.7K ﹤0.01%
+333
288
$26.5K ﹤0.01%
498
289
$26.1K ﹤0.01%
123
+106
290
$26K ﹤0.01%
+325
291
$25.9K ﹤0.01%
180
-288
292
$25.8K ﹤0.01%
387
293
$25.5K ﹤0.01%
+297
294
$25.4K ﹤0.01%
351
-36
295
$24.3K ﹤0.01%
+356
296
$24K ﹤0.01%
196
+187
297
$24K ﹤0.01%
+446
298
$23.4K ﹤0.01%
745
299
$22.6K ﹤0.01%
+161
300
$21.8K ﹤0.01%
+156
10 11
12
13 14