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
$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
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47
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352
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358
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50
-62
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104
360
$1K ﹤0.01%
25
361
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25
362
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76
363
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343
+1
364
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8
365
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20
366
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24
367
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100
-1,250
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38
371
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35
-150
372
$1K ﹤0.01%
1,038
373
$1K ﹤0.01%
7
374
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28
375
$1K ﹤0.01%
+17
13 14
15
16 17