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
$1.18B
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$8.34M
2
+$5.91M
3
+$4.01M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.99M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$3.83M

Top Sells

1
+$2.16M
2
+$1.59M
3
+$1.45M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.14M
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$1.05M

Sector Composition

1 Technology 1.47%
2 Consumer Discretionary 0.86%
3 Energy 0.59%
4 Healthcare 0.28%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$15.2K ﹤0.01%
76
-7
327
$14.9K ﹤0.01%
153
328
$14.8K ﹤0.01%
22
+3
329
$14.7K ﹤0.01%
234
330
$14.6K ﹤0.01%
69
331
$14.5K ﹤0.01%
208
332
$14.4K ﹤0.01%
305
333
$14.2K ﹤0.01%
41
334
$14K ﹤0.01%
1,067
-1,946
335
$13.8K ﹤0.01%
100
-735
336
$13.5K ﹤0.01%
1,770
-3,500
337
$13.4K ﹤0.01%
1,062
338
$13.2K ﹤0.01%
159
339
$13K ﹤0.01%
120
340
$12.9K ﹤0.01%
108
+14
341
$12.5K ﹤0.01%
373
342
$12.3K ﹤0.01%
+200
343
$12.1K ﹤0.01%
62
344
$12K ﹤0.01%
3,200
345
$11.9K ﹤0.01%
+400
346
$10.2K ﹤0.01%
500
347
$9.21K ﹤0.01%
24
348
$8.98K ﹤0.01%
+45
349
$8.9K ﹤0.01%
1,250
350
$8.88K ﹤0.01%
1,327
+1,029
12 13
14
15 16