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
$1.14B
AUM Growth
+$82.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$6.52M
3
+$6.22M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$5.6M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$5.09M

Top Sells

1
+$22M
2
+$3.67M
3
+$2.48M
4
SHW icon
Sherwin-Williams
SHW
+$1.94M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.73M

Sector Composition

1 Technology 1.42%
2 Consumer Discretionary 0.86%
3 Energy 0.66%
4 Healthcare 0.32%
5 Materials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7.8K ﹤0.01%
30
352
$7.76K ﹤0.01%
125
353
$7.52K ﹤0.01%
65
354
$6.87K ﹤0.01%
70
+44
355
$6.71K ﹤0.01%
46
356
$6.69K ﹤0.01%
89
-159
357
$6.51K ﹤0.01%
580
-182
358
$6.3K ﹤0.01%
60
-178
359
$6.23K ﹤0.01%
207
-533
360
$6.01K ﹤0.01%
23
361
$5.76K ﹤0.01%
98
-2,581
362
$5.76K ﹤0.01%
75
-15
363
$5.64K ﹤0.01%
131
364
$5.63K ﹤0.01%
60
-344
365
$5.55K ﹤0.01%
121
366
$5.53K ﹤0.01%
+400
367
$5.43K ﹤0.01%
39
368
$5.39K ﹤0.01%
192
-11,514
369
$5.37K ﹤0.01%
6
370
$5.34K ﹤0.01%
183
-26
371
$5.26K ﹤0.01%
5
372
$4.96K ﹤0.01%
+248
373
$4.86K ﹤0.01%
6
-1
374
$4.86K ﹤0.01%
80
375
$4.81K ﹤0.01%
100
-1
13 14
15
16 17