BHWM
Beaird Harris Wealth Management Portfolio holdings
AUM
$1.29B
1-Year Return
11.44%
This Quarter Return
-0.56%
1 Year Return
+11.44%
3 Year Return
+31.51%
5 Year Return
–
10 Year Return
–
AUM
$1.16B
AUM Growth
+$13.3M
(+1.2%)
Cap. Flow
+$31.9M
Cap. Flow
% of AUM
2.75%
Top 10 Holdings %
Top 10 Hldgs %
55.6%
Holding
550
New
38
Increased
125
Reduced
92
Closed
49
Top Buys
| 1 |
Bitwise Bitcoin ETF
BITB
|
$7.01M |
| 2 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
$4.76M |
| 3 |
Avantis US Large Cap Value ETF
AVLV
|
$3.89M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$3.81M |
| 5 |
Dimensional US High Profitability ETF
DUHP
|
$3.69M |
Top Sells
Sector Composition
| 1 | Technology | 1.74% |
| 2 | Consumer Discretionary | 1.22% |
| 3 | Energy | 0.72% |
| 4 | Healthcare | 0.27% |
| 5 | Materials | 0.24% |
