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
$953M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13.8M
3
+$12.2M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$8.97M
5
SCMB icon
Schwab Municipal Bond ETF
SCMB
+$6.32M

Top Sells

1
+$12.9M
2
+$6.59M
3
+$6.22M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.18M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$711K

Sector Composition

1 Energy 2.79%
2 Technology 1.07%
3 Materials 0.56%
4 Industrials 0.45%
5 Healthcare 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7.58K ﹤0.01%
+68
352
$7.33K ﹤0.01%
297
353
$7.28K ﹤0.01%
181
354
$7.09K ﹤0.01%
32
355
$6.8K ﹤0.01%
84
356
$6.68K ﹤0.01%
538
357
$6.57K ﹤0.01%
120
+1
358
$6.52K ﹤0.01%
122
+1
359
$6.51K ﹤0.01%
84
360
$6.42K ﹤0.01%
1,062
+4
361
$6.36K ﹤0.01%
524
362
$6.34K ﹤0.01%
50
363
$6.26K ﹤0.01%
156
+51
364
$6.16K ﹤0.01%
+15
365
$5.89K ﹤0.01%
+164
366
$5.83K ﹤0.01%
+46
367
$5.81K ﹤0.01%
68
368
$5.76K ﹤0.01%
+83
369
$5.72K ﹤0.01%
110
+82
370
$5.72K ﹤0.01%
65
371
$5.48K ﹤0.01%
+244
372
$5.4K ﹤0.01%
400
373
$5.33K ﹤0.01%
+131
374
$5.32K ﹤0.01%
+87
375
$5.27K ﹤0.01%
14
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