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
$1.18B
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$8.34M
2
+$5.91M
3
+$4.01M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.99M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$3.83M

Top Sells

1
+$2.16M
2
+$1.59M
3
+$1.45M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.14M
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$1.05M

Sector Composition

1 Technology 1.47%
2 Consumer Discretionary 0.86%
3 Energy 0.59%
4 Healthcare 0.28%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$22.5K ﹤0.01%
+760
302
$21.9K ﹤0.01%
297
303
$21.7K ﹤0.01%
+1,100
304
$21.6K ﹤0.01%
148
305
$21.5K ﹤0.01%
198
-138
306
$21K ﹤0.01%
486
307
$20.5K ﹤0.01%
+1,400
308
$20.2K ﹤0.01%
246
309
$20.2K ﹤0.01%
828
-40
310
$20.1K ﹤0.01%
446
311
$19.9K ﹤0.01%
556
312
$19.8K ﹤0.01%
156
313
$19.7K ﹤0.01%
+290
314
$19.2K ﹤0.01%
718
315
$18.7K ﹤0.01%
307
316
$18.3K ﹤0.01%
950
317
$18.1K ﹤0.01%
536
318
$17.5K ﹤0.01%
824
319
$17.4K ﹤0.01%
40
320
$17.1K ﹤0.01%
232
-50
321
$16.1K ﹤0.01%
750
322
$15.7K ﹤0.01%
+500
323
$15.7K ﹤0.01%
381
-101
324
$15.6K ﹤0.01%
618
325
$15.3K ﹤0.01%
350
11 12
13
14 15