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
$456M
AUM Growth
+$93.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Sells

1 +$2.1M
2 +$760K
3 +$422K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$310K
5
PHYS icon
Sprott Physical Gold
PHYS
+$307K

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%
2,247
302
$8K ﹤0.01%
660
303
$8K ﹤0.01%
57
+8
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
313
$7K ﹤0.01%
+1,200
314
$7K ﹤0.01%
262
315
$7K ﹤0.01%
18
316
$7K ﹤0.01%
+109
317
$7K ﹤0.01%
35
318
$7K ﹤0.01%
14
319
$7K ﹤0.01%
489
+320
320
$7K ﹤0.01%
31
321
$7K ﹤0.01%
690
322
$6K ﹤0.01%
138
323
$6K ﹤0.01%
+600
324
$6K ﹤0.01%
62
325
$6K ﹤0.01%
+400