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
$277M
AUM Growth
+$3.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$5.03M
3
+$4.31M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$4.1M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.37M

Top Sells

1
+$2.24M
2
+$2.14M
3
+$1.88M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.34M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.05M

Sector Composition

1 Energy 7.12%
2 Technology 4.09%
3 Industrials 1.49%
4 Materials 1.47%
5 Financials 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$9K ﹤0.01%
109
352
$9K ﹤0.01%
69
353
$9K ﹤0.01%
121
354
$9K ﹤0.01%
268
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355
$8K ﹤0.01%
2,300
356
$8K ﹤0.01%
+194
357
$8K ﹤0.01%
167
-383
358
$8K ﹤0.01%
79
-2,921
359
$8K ﹤0.01%
+34
360
$8K ﹤0.01%
400
361
$8K ﹤0.01%
100
362
$8K ﹤0.01%
700
363
$8K ﹤0.01%
+18
364
$8K ﹤0.01%
616
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365
$8K ﹤0.01%
2,615
+2,049
366
$8K ﹤0.01%
1,232
367
$8K ﹤0.01%
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369
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88
370
$8K ﹤0.01%
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371
$8K ﹤0.01%
48
+18
372
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+181
373
$8K ﹤0.01%
268
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374
$8K ﹤0.01%
90
375
$8K ﹤0.01%
64
-252
13 14
15
16 17