BHWM

Beaird Harris Wealth Management Portfolio holdings

AUM $1.41B
1-Year Est. Return 11.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$363M
AUM Growth
+$86.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$46.2M
2
+$20.9M
3
+$14.8M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$14.8M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$11M

Top Sells

1
+$19.8M
2
+$2.58M
3
+$2.11M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.86M
5
SHW icon
Sherwin-Williams
SHW
+$1.3M

Sector Composition

1 Technology 1.61%
2 Energy 0.85%
3 Materials 0.51%
4 Healthcare 0.51%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2K ﹤0.01%
60
352
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-320
353
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47
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352
355
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250
356
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72
357
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241
358
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50
-62
359
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104
360
$1K ﹤0.01%
343
+1
361
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8
362
$1K ﹤0.01%
22
363
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999
364
$1K ﹤0.01%
100
-1,250
365
$1K ﹤0.01%
22
366
$1K ﹤0.01%
38
367
$1K ﹤0.01%
35
-150
368
$1K ﹤0.01%
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369
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7
370
$1K ﹤0.01%
28
371
$1K ﹤0.01%
+17
372
$1K ﹤0.01%
+98
373
$1K ﹤0.01%
69
-1,369,299
374
$1K ﹤0.01%
3
375
$1K ﹤0.01%
522
13 14
15
16 17