BHWM

Beaird Harris Wealth Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 14.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$456M
AUM Growth
+$93.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Sells

1 +$2.16M
2 +$776K
3 +$461K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$340K
5
PHYS icon
Sprott Physical Gold
PHYS
+$323K

Sector Composition

1 Energy 4.44%
2 Technology 1.42%
3 Industrials 0.76%
4 Materials 0.73%
5 Healthcare 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$8K ﹤0.01%
660
302
$8K ﹤0.01%
57
+8
303
$8K ﹤0.01%
300
304
$8K ﹤0.01%
370
305
$8K ﹤0.01%
+293
306
$8K ﹤0.01%
971
+316
307
$8K ﹤0.01%
88
+7
308
$8K ﹤0.01%
72
+24
309
$7K ﹤0.01%
926
310
$7K ﹤0.01%
185
+150
311
$7K ﹤0.01%
+95
312
$7K ﹤0.01%
396
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$7K ﹤0.01%
+1,200
314
$7K ﹤0.01%
262
315
$7K ﹤0.01%
18
316
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+109
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$7K ﹤0.01%
35
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14
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$7K ﹤0.01%
489
+320
320
$7K ﹤0.01%
31
321
$7K ﹤0.01%
690
322
$6K ﹤0.01%
+600
323
$6K ﹤0.01%
62
324
$6K ﹤0.01%
+400
325
$6K ﹤0.01%
453