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
$535M
AUM Growth
+$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
796
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$4.65M
3
+$3.27M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.43M

Top Sells

1
+$9M
2
+$2.12M
3
+$1.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.07M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$779K

Sector Composition

1 Energy 4.21%
2 Technology 1.46%
3 Industrials 0.85%
4 Healthcare 0.77%
5 Materials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$9.73K ﹤0.01%
+19
327
$9.65K ﹤0.01%
954
328
$9.62K ﹤0.01%
300
329
$9.6K ﹤0.01%
+32
330
$9.48K ﹤0.01%
95
+45
331
$9.4K ﹤0.01%
+83
332
$9.32K ﹤0.01%
263
-86
333
$9.16K ﹤0.01%
108
334
$9.14K ﹤0.01%
1,200
335
$9.04K ﹤0.01%
+54
336
$9.02K ﹤0.01%
90
+83
337
$9.01K ﹤0.01%
114
338
$8.86K ﹤0.01%
+286
339
$8.75K ﹤0.01%
139
+55
340
$8.71K ﹤0.01%
293
341
$8.58K ﹤0.01%
396
342
$8.58K ﹤0.01%
347
+247
343
$8.5K ﹤0.01%
+42
344
$8.37K ﹤0.01%
72
345
$8.29K ﹤0.01%
109
346
$8.25K ﹤0.01%
211
347
$8.24K ﹤0.01%
+71
348
$8.18K ﹤0.01%
+333
349
$8.06K ﹤0.01%
+4
350
$7.92K ﹤0.01%
100
12 13
14
15 16