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
$1.18B
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$8.34M
2
+$5.91M
3
+$4.01M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.99M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$3.83M

Top Sells

1
+$2.16M
2
+$1.59M
3
+$1.45M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.14M
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$1.05M

Sector Composition

1 Technology 1.47%
2 Consumer Discretionary 0.86%
3 Energy 0.59%
4 Healthcare 0.28%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$8.73K ﹤0.01%
55
+38
352
$8.35K ﹤0.01%
203
353
$7.56K ﹤0.01%
65
354
$7.18K ﹤0.01%
118
355
$7.16K ﹤0.01%
75
356
$7.15K ﹤0.01%
1,000
357
$7.11K ﹤0.01%
14
-14
358
$6.99K ﹤0.01%
15
359
$6.93K ﹤0.01%
100
-61
360
$6.79K ﹤0.01%
14
+5
361
$6.72K ﹤0.01%
750
362
$6.69K ﹤0.01%
20
363
$6.62K ﹤0.01%
+300
364
$6.52K ﹤0.01%
66
365
$6.21K ﹤0.01%
30
-40
366
$6.19K ﹤0.01%
85
+47
367
$6.15K ﹤0.01%
23
368
$6.12K ﹤0.01%
524
369
$6.03K ﹤0.01%
+800
370
$5.96K ﹤0.01%
80
371
$5.94K ﹤0.01%
+300
372
$5.7K ﹤0.01%
+175
373
$5.66K ﹤0.01%
+250
374
$5.43K ﹤0.01%
194
+1
375
$5.28K ﹤0.01%
61
-42
13 14
15
16 17