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
$953M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13.8M
3
+$12.2M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$8.97M
5
SCMB icon
Schwab Municipal Bond ETF
SCMB
+$6.32M

Top Sells

1
+$12.9M
2
+$6.59M
3
+$6.22M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.18M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$711K

Sector Composition

1 Energy 2.79%
2 Technology 1.07%
3 Materials 0.56%
4 Industrials 0.45%
5 Healthcare 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$10.3K ﹤0.01%
76
327
$9.73K ﹤0.01%
2,300
328
$9.67K ﹤0.01%
+49
329
$9.62K ﹤0.01%
79
+72
330
$9.07K ﹤0.01%
117
331
$8.98K ﹤0.01%
118
332
$8.88K ﹤0.01%
+16
333
$8.86K ﹤0.01%
516
334
$8.8K ﹤0.01%
791
335
$8.72K ﹤0.01%
178
+153
336
$8.7K ﹤0.01%
+19
337
$8.5K ﹤0.01%
138
+38
338
$8.46K ﹤0.01%
1,000
339
$8.31K ﹤0.01%
199
+6
340
$8.3K ﹤0.01%
954
341
$8.29K ﹤0.01%
+102
342
$8.22K ﹤0.01%
287
+5
343
$8.06K ﹤0.01%
+950
344
$7.95K ﹤0.01%
369
345
$7.86K ﹤0.01%
150
346
$7.83K ﹤0.01%
109
347
$7.79K ﹤0.01%
719
+1
348
$7.72K ﹤0.01%
+32
349
$7.67K ﹤0.01%
92
350
$7.63K ﹤0.01%
293
12 13
14
15 16