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
$456M
AUM Growth
+$93.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Sells

1 +$2.1M
2 +$760K
3 +$422K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$310K
5
PHYS icon
Sprott Physical Gold
PHYS
+$307K

Sector Composition

1 Energy 4.44%
2 Technology 1.42%
3 Industrials 0.76%
4 Materials 0.73%
5 Healthcare 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$6K ﹤0.01%
453
327
$6K ﹤0.01%
50
328
$6K ﹤0.01%
+258
329
$6K ﹤0.01%
+506
330
$6K ﹤0.01%
2,615
331
$6K ﹤0.01%
240
332
$6K ﹤0.01%
+1,000
333
$6K ﹤0.01%
+2,132
334
$6K ﹤0.01%
650
+75
335
$6K ﹤0.01%
+91
336
$6K ﹤0.01%
1,152
337
$6K ﹤0.01%
644
338
$6K ﹤0.01%
100
339
$6K ﹤0.01%
639
340
$5K ﹤0.01%
148
341
$5K ﹤0.01%
+650
342
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+243
343
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+84
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55
345
$5K ﹤0.01%
200
346
$5K ﹤0.01%
295
347
$5K ﹤0.01%
65
348
$5K ﹤0.01%
209
349
$5K ﹤0.01%
+84
350
$5K ﹤0.01%
500