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
$1.14B
AUM Growth
+$82.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$6.52M
3
+$6.22M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$5.6M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$5.09M

Top Sells

1
+$22M
2
+$3.67M
3
+$2.48M
4
SHW icon
Sherwin-Williams
SHW
+$1.94M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.73M

Sector Composition

1 Technology 1.42%
2 Consumer Discretionary 0.86%
3 Energy 0.66%
4 Healthcare 0.32%
5 Materials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$17.9K ﹤0.01%
325
302
$17.1K ﹤0.01%
153
-36
303
$16.1K ﹤0.01%
150
+112
304
$15.9K ﹤0.01%
305
305
$15.8K ﹤0.01%
19
306
$15.8K ﹤0.01%
117
307
$15.6K ﹤0.01%
28
308
$15.4K ﹤0.01%
150
309
$15.3K ﹤0.01%
62
+50
310
$15.1K ﹤0.01%
208
-27
311
$14.6K ﹤0.01%
431
312
$14.5K ﹤0.01%
28
313
$13.8K ﹤0.01%
28
314
$13.7K ﹤0.01%
+460
315
$13.5K ﹤0.01%
248
-2,581
316
$13.3K ﹤0.01%
70
+21
317
$13.1K ﹤0.01%
211
318
$13K ﹤0.01%
3,200
-137
319
$13K ﹤0.01%
587
+195
320
$12.7K ﹤0.01%
+1,013
321
$12.4K ﹤0.01%
+500
322
$12.4K ﹤0.01%
16
-1
323
$12.4K ﹤0.01%
316
324
$11.7K ﹤0.01%
230
-25
325
$11.5K ﹤0.01%
41
-72
11 12
13
14 15