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
$277M
AUM Growth
+$3.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$5.03M
3
+$4.31M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$4.1M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.37M

Top Sells

1
+$2.24M
2
+$2.14M
3
+$1.88M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.34M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.05M

Sector Composition

1 Energy 7.12%
2 Technology 4.09%
3 Industrials 1.49%
4 Materials 1.47%
5 Financials 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$12K ﹤0.01%
185
302
$12K ﹤0.01%
211
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$12K ﹤0.01%
89
+27
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$12K ﹤0.01%
186
305
$12K ﹤0.01%
106
306
$12K ﹤0.01%
+171
307
$12K ﹤0.01%
218
308
$12K ﹤0.01%
120
309
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293
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$12K ﹤0.01%
300
311
$12K ﹤0.01%
200
312
$12K ﹤0.01%
130
313
$11K ﹤0.01%
+17
314
$11K ﹤0.01%
660
+127
315
$11K ﹤0.01%
125
-194
316
$11K ﹤0.01%
53
+50
317
$10K ﹤0.01%
1,198
+988
318
$10K ﹤0.01%
386
319
$10K ﹤0.01%
142
+129
320
$10K ﹤0.01%
100
321
$10K ﹤0.01%
+107
322
$10K ﹤0.01%
260
+146
323
$10K ﹤0.01%
324
324
$10K ﹤0.01%
490
+6
325
$10K ﹤0.01%
228
11 12
13
14 15