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
$277M
AUM Growth
+$3.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$5.03M
3
+$4.31M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$4.1M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.37M

Top Sells

1
+$2.24M
2
+$2.14M
3
+$1.88M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.34M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.05M

Sector Composition

1 Energy 7.12%
2 Technology 4.09%
3 Industrials 1.49%
4 Materials 1.47%
5 Financials 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$10K ﹤0.01%
42
327
$10K ﹤0.01%
183
328
$10K ﹤0.01%
+16
329
$10K ﹤0.01%
35
330
$10K ﹤0.01%
+217
331
$10K ﹤0.01%
35
-968
332
$10K ﹤0.01%
200
333
$10K ﹤0.01%
+489
334
$10K ﹤0.01%
56
335
$10K ﹤0.01%
1,152
+220
336
$10K ﹤0.01%
82
337
$9K ﹤0.01%
101
338
$9K ﹤0.01%
396
339
$9K ﹤0.01%
300
340
$9K ﹤0.01%
166
341
$9K ﹤0.01%
453
+296
342
$9K ﹤0.01%
138
343
$9K ﹤0.01%
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344
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177
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345
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156
346
$9K ﹤0.01%
262
-1,500
347
$9K ﹤0.01%
114
348
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153
-149
349
$9K ﹤0.01%
86
350
$9K ﹤0.01%
+104
12 13
14
15 16