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
$1.14B
AUM Growth
+$82.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$6.52M
3
+$6.22M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$5.6M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$5.09M

Top Sells

1
+$22M
2
+$3.67M
3
+$2.48M
4
SHW icon
Sherwin-Williams
SHW
+$1.94M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.73M

Sector Composition

1 Technology 1.42%
2 Consumer Discretionary 0.86%
3 Energy 0.66%
4 Healthcare 0.32%
5 Materials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$11.1K ﹤0.01%
373
-603
327
$11K ﹤0.01%
375
328
$10.9K ﹤0.01%
+1,012
329
$10.8K ﹤0.01%
289
-6,169
330
$10.7K ﹤0.01%
103
-119
331
$10.6K ﹤0.01%
118
332
$10.1K ﹤0.01%
560
-207
333
$10.1K ﹤0.01%
125
334
$10K ﹤0.01%
500
-1,337
335
$9.94K ﹤0.01%
237
-19
336
$9.94K ﹤0.01%
1,062
337
$9.65K ﹤0.01%
120
338
$9.54K ﹤0.01%
950
-1,277
339
$9.4K ﹤0.01%
750
340
$9.34K ﹤0.01%
121
341
$9.28K ﹤0.01%
1,250
342
$9.01K ﹤0.01%
94
+60
343
$8.98K ﹤0.01%
110
-980
344
$8.88K ﹤0.01%
106
345
$8.8K ﹤0.01%
524
346
$8.68K ﹤0.01%
203
+130
347
$8.56K ﹤0.01%
6
348
$8.42K ﹤0.01%
1,000
349
$8.08K ﹤0.01%
40
350
$8.07K ﹤0.01%
2,300
12 13
14
15 16