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
$1.18B
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$8.34M
2
+$5.91M
3
+$4.01M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.99M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$3.83M

Top Sells

1
+$2.16M
2
+$1.59M
3
+$1.45M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.14M
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$1.05M

Sector Composition

1 Technology 1.47%
2 Consumer Discretionary 0.86%
3 Energy 0.59%
4 Healthcare 0.28%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$28.2K ﹤0.01%
1,093
+268
277
$28.2K ﹤0.01%
1,090
278
$28K ﹤0.01%
1,842
-7,308
279
$27.7K ﹤0.01%
794
-98
280
$27.6K ﹤0.01%
+612
281
$27.6K ﹤0.01%
906
-400
282
$27.5K ﹤0.01%
+1,145
283
$26.3K ﹤0.01%
42
284
$25.8K ﹤0.01%
548
+50
285
$25.7K ﹤0.01%
365
286
$25.6K ﹤0.01%
333
287
$25.4K ﹤0.01%
1,636
288
$25.4K ﹤0.01%
2,675
289
$25.2K ﹤0.01%
+2,650
290
$25.1K ﹤0.01%
196
291
$24.8K ﹤0.01%
161
292
$24.8K ﹤0.01%
123
293
$24.8K ﹤0.01%
1,332
-820
294
$24.3K ﹤0.01%
180
295
$24K ﹤0.01%
832
296
$23.6K ﹤0.01%
+318
297
$23.3K ﹤0.01%
236
-81
298
$22.9K ﹤0.01%
292
299
$22.7K ﹤0.01%
335
300
$22.6K ﹤0.01%
356
10 11
12
13 14