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
$456M
AUM Growth
+$93.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$14.1M
3
+$9.62M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$7.96M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.87M

Top Sells

1
+$2.1M
2
+$760K
3
+$422K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$310K
5
PHYS icon
Sprott Physical Gold
PHYS
+$307K

Sector Composition

1 Energy 4.44%
2 Technology 1.42%
3 Industrials 0.76%
4 Materials 0.73%
5 Healthcare 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3K ﹤0.01%
+69
377
$3K ﹤0.01%
+66
378
$3K ﹤0.01%
+70
379
$3K ﹤0.01%
66
380
$3K ﹤0.01%
+57
381
$3K ﹤0.01%
28
382
$3K ﹤0.01%
27
383
$3K ﹤0.01%
152
384
$3K ﹤0.01%
184
385
$3K ﹤0.01%
+55
386
$3K ﹤0.01%
+100
387
$3K ﹤0.01%
+18
388
$3K ﹤0.01%
352
389
$3K ﹤0.01%
104
390
$2K ﹤0.01%
+75
391
$2K ﹤0.01%
+68
392
$2K ﹤0.01%
+47
393
$2K ﹤0.01%
174
+66
394
$2K ﹤0.01%
60
395
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200
396
$2K ﹤0.01%
+16
397
$2K ﹤0.01%
304
398
$2K ﹤0.01%
+15
399
$2K ﹤0.01%
68
400
$2K ﹤0.01%
82
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