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
$1.16B
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$7.01M
2
+$4.76M
3
+$3.89M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.81M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.69M

Top Sells

1
+$4.37M
2
+$4.08M
3
+$1.63M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.39M
5
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$1.23M

Sector Composition

1 Technology 1.74%
2 Consumer Discretionary 1.22%
3 Energy 0.72%
4 Healthcare 0.27%
5 Materials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$8.65K ﹤0.01%
103
352
$8.56K ﹤0.01%
106
353
$8.21K ﹤0.01%
+275
354
$8.06K ﹤0.01%
118
355
$7.6K ﹤0.01%
6
356
$7.44K ﹤0.01%
65
357
$7.4K ﹤0.01%
33
-2,639
358
$7.32K ﹤0.01%
+20
359
$7.28K ﹤0.01%
750
360
$6.74K ﹤0.01%
2,300
361
$6.62K ﹤0.01%
131
362
$6.6K ﹤0.01%
7
+5
363
$6.49K ﹤0.01%
1,000
364
$6.36K ﹤0.01%
6
365
$6.28K ﹤0.01%
15
-100
366
$6.03K ﹤0.01%
80
367
$6.01K ﹤0.01%
46
368
$5.98K ﹤0.01%
524
369
$5.93K ﹤0.01%
75
370
$5.47K ﹤0.01%
23
371
$5.26K ﹤0.01%
193
+1
372
$5.23K ﹤0.01%
207
373
$5.07K ﹤0.01%
60
374
$5.05K ﹤0.01%
43
+4
375
$4.87K ﹤0.01%
461
+371
13 14
15
16 17