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
$1.16B
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$7.01M
2
+$4.76M
3
+$3.89M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.81M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.69M

Top Sells

1
+$4.37M
2
+$4.08M
3
+$1.63M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.39M
5
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$1.23M

Sector Composition

1 Technology 1.74%
2 Consumer Discretionary 1.22%
3 Energy 0.72%
4 Healthcare 0.27%
5 Materials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$14.6K ﹤0.01%
28
327
$14.5K ﹤0.01%
159
+119
328
$14.4K ﹤0.01%
148
-556
329
$14.3K ﹤0.01%
+307
330
$14.1K ﹤0.01%
305
331
$13.9K ﹤0.01%
28
332
$13.8K ﹤0.01%
161
333
$13.8K ﹤0.01%
83
-31
334
$13.8K ﹤0.01%
208
335
$13.5K ﹤0.01%
70
336
$13.3K ﹤0.01%
234
+136
337
$13.2K ﹤0.01%
19
338
$13.2K ﹤0.01%
+62
339
$12.8K ﹤0.01%
1,250
340
$12.6K ﹤0.01%
3,200
341
$12.5K ﹤0.01%
373
342
$11.8K ﹤0.01%
211
343
$11.7K ﹤0.01%
+94
344
$11.6K ﹤0.01%
41
345
$10.7K ﹤0.01%
24
+16
346
$9.84K ﹤0.01%
1,062
347
$9.37K ﹤0.01%
120
348
$9.3K ﹤0.01%
121
349
$9.15K ﹤0.01%
500
350
$8.81K ﹤0.01%
203
12 13
14
15 16