BHWM
Beaird Harris Wealth Management Portfolio holdings
AUM
$1.29B
1-Year Return
11.44%
This Quarter Return
+1.57%
1 Year Return
+11.44%
3 Year Return
+31.51%
5 Year Return
–
10 Year Return
–
AUM
$835M
AUM Growth
+$278M
(+50%)
Cap. Flow
+$263M
Cap. Flow
% of AUM
31.52%
Top 10 Holdings %
Top 10 Hldgs %
61.36%
Holding
503
New
17
Increased
63
Reduced
100
Closed
37
Top Buys
| 1 |
Dimensional Core Fixed Income ETF
DFCF
|
+$90.2M |
| 2 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
+$72.6M |
| 3 |
Dimensional National Municipal Bond ETF
DFNM
|
+$59.3M |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$50M |
| 5 |
Avantis US Large Cap Value ETF
AVLV
|
+$10.9M |
Top Sells
Sector Composition
| 1 | Energy | 2.77% |
| 2 | Technology | 1.06% |
| 3 | Industrials | 0.5% |
| 4 | Materials | 0.5% |
| 5 | Healthcare | 0.34% |
