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
$363M
AUM Growth
+$86.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$46.2M
2
+$20.9M
3
+$14.8M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$14.8M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$11M

Top Sells

1
+$19.8M
2
+$2.58M
3
+$2.11M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.86M
5
SHW icon
Sherwin-Williams
SHW
+$1.3M

Sector Composition

1 Technology 1.61%
2 Energy 0.85%
3 Materials 0.51%
4 Healthcare 0.51%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$6K ﹤0.01%
100
302
$6K ﹤0.01%
214
+63
303
$6K ﹤0.01%
639
304
$5K ﹤0.01%
115
+7
305
$5K ﹤0.01%
453
306
$5K ﹤0.01%
+28
307
$5K ﹤0.01%
170
308
$5K ﹤0.01%
+1,250
309
$5K ﹤0.01%
473
310
$5K ﹤0.01%
1,198
311
$5K ﹤0.01%
1,232
312
$5K ﹤0.01%
65
313
$5K ﹤0.01%
209
-506
314
$5K ﹤0.01%
148
315
$5K ﹤0.01%
+68
316
$5K ﹤0.01%
500
317
$5K ﹤0.01%
500
318
$4K ﹤0.01%
+175
319
$4K ﹤0.01%
66
320
$4K ﹤0.01%
1,030
+6
321
$4K ﹤0.01%
200
-395
322
$4K ﹤0.01%
39
323
$4K ﹤0.01%
+65
324
$4K ﹤0.01%
410
325
$3K ﹤0.01%
+15
11 12
13
14 15