BHWM

Beaird Harris Wealth Management Portfolio holdings

AUM $1.29B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
+11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$535M
AUM Growth
+$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
796
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$4.65M
3
+$3.27M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.43M

Top Sells

1
+$9M
2
+$2.12M
3
+$1.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.07M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$779K

Sector Composition

1 Energy 4.21%
2 Technology 1.46%
3 Industrials 0.85%
4 Healthcare 0.77%
5 Materials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7.9K ﹤0.01%
+763
352
$7.87K ﹤0.01%
+112
353
$7.77K ﹤0.01%
+218
354
$7.73K ﹤0.01%
104
+9
355
$7.72K ﹤0.01%
926
356
$7.63K ﹤0.01%
239
+154
357
$7.54K ﹤0.01%
677
+27
358
$7.53K ﹤0.01%
+63
359
$7.35K ﹤0.01%
+74
360
$7.34K ﹤0.01%
+329
361
$7.31K ﹤0.01%
128
-10
362
$7.29K ﹤0.01%
+35
363
$7.28K ﹤0.01%
2,198
+66
364
$7.25K ﹤0.01%
+50
365
$7.25K ﹤0.01%
24,400
366
$7.21K ﹤0.01%
93
+33
367
$7.08K ﹤0.01%
31
368
$7.02K ﹤0.01%
+22
369
$6.96K ﹤0.01%
+33
370
$6.91K ﹤0.01%
1,152
371
$6.86K ﹤0.01%
181
-150
372
$6.75K ﹤0.01%
240
373
$6.75K ﹤0.01%
+18
374
$6.75K ﹤0.01%
+120
375
$6.65K ﹤0.01%
263
+5
13 14
15
16 17