BHWM

Beaird Harris Wealth Management Portfolio holdings

AUM $1.29B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
+11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$7.01M
2
+$4.76M
3
+$3.89M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.81M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.69M

Top Sells

1
+$4.37M
2
+$4.08M
3
+$1.63M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.39M
5
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$1.23M

Sector Composition

1 Technology 1.74%
2 Consumer Discretionary 1.22%
3 Energy 0.72%
4 Healthcare 0.27%
5 Materials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$21.6K ﹤0.01%
292
302
$21.3K ﹤0.01%
+832
303
$20.9K ﹤0.01%
868
-34
304
$20.4K ﹤0.01%
148
305
$20.1K ﹤0.01%
486
306
$20K ﹤0.01%
+335
307
$19.8K ﹤0.01%
+482
308
$19.3K ﹤0.01%
+824
309
$19.3K ﹤0.01%
556
310
$19.3K ﹤0.01%
+950
311
$19.1K ﹤0.01%
282
312
$18.9K ﹤0.01%
267
313
$18.8K ﹤0.01%
+246
314
$18.2K ﹤0.01%
127
315
$17.6K ﹤0.01%
+307
316
$17.5K ﹤0.01%
618
317
$17.5K ﹤0.01%
718
318
$17K ﹤0.01%
750
-174
319
$16.1K ﹤0.01%
325
320
$15.8K ﹤0.01%
536
-250
321
$15.6K ﹤0.01%
69
-200
322
$15.6K ﹤0.01%
153
323
$14.8K ﹤0.01%
40
-18
324
$14.6K ﹤0.01%
350
+229
325
$14.6K ﹤0.01%
28
11 12
13
14 15