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
$363M
AUM Growth
+$86.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$46.2M
2
+$20.9M
3
+$14.8M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$14.8M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$11M

Top Sells

1
+$19.8M
2
+$2.58M
3
+$2.11M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.86M
5
SHW icon
Sherwin-Williams
SHW
+$1.3M

Sector Composition

1 Technology 1.61%
2 Energy 0.85%
3 Materials 0.51%
4 Healthcare 0.51%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3K ﹤0.01%
381
327
$3K ﹤0.01%
68
328
$3K ﹤0.01%
2,300
329
$3K ﹤0.01%
107
330
$3K ﹤0.01%
+5
331
$3K ﹤0.01%
84
-1,000
332
$3K ﹤0.01%
+232
333
$3K ﹤0.01%
66
-90
334
$3K ﹤0.01%
150
-1,320
335
$3K ﹤0.01%
28
336
$3K ﹤0.01%
27
337
$3K ﹤0.01%
152
338
$3K ﹤0.01%
184
339
$3K ﹤0.01%
+73
340
$3K ﹤0.01%
304
341
$3K ﹤0.01%
8
342
$2K ﹤0.01%
82
343
$2K ﹤0.01%
100
344
$2K ﹤0.01%
47
345
$2K ﹤0.01%
797
346
$2K ﹤0.01%
+35
347
$2K ﹤0.01%
82
348
$2K ﹤0.01%
276
349
$2K ﹤0.01%
108
-66
350
$2K ﹤0.01%
100
12 13
14
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