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
$953M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13.8M
3
+$12.2M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$8.97M
5
SCMB icon
Schwab Municipal Bond ETF
SCMB
+$6.32M

Top Sells

1
+$12.9M
2
+$6.59M
3
+$6.22M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.18M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$711K

Sector Composition

1 Energy 2.79%
2 Technology 1.07%
3 Materials 0.56%
4 Industrials 0.45%
5 Healthcare 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$14.1K ﹤0.01%
332
+3
302
$14K ﹤0.01%
+125
303
$14K ﹤0.01%
+101
304
$13.9K ﹤0.01%
213
+21
305
$13.5K ﹤0.01%
208
306
$13.5K ﹤0.01%
574
307
$13.5K ﹤0.01%
45
-8
308
$13.5K ﹤0.01%
200
309
$13.3K ﹤0.01%
141
310
$13.1K ﹤0.01%
3,200
311
$13.1K ﹤0.01%
750
312
$13K ﹤0.01%
16
313
$12.9K ﹤0.01%
+766
314
$12.4K ﹤0.01%
2,533
+69
315
$12.2K ﹤0.01%
27
+4
316
$11.9K ﹤0.01%
132
317
$11.6K ﹤0.01%
1,200
318
$11.5K ﹤0.01%
+47
319
$11.5K ﹤0.01%
+316
320
$11.2K ﹤0.01%
+381
321
$10.8K ﹤0.01%
+211
322
$10.5K ﹤0.01%
60
-174
323
$10.4K ﹤0.01%
+61
324
$10.3K ﹤0.01%
307
+57
325
$10.3K ﹤0.01%
255
11 12
13
14 15