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
$535M
AUM Growth
+$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
796
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$4.65M
3
+$3.27M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.43M

Top Sells

1
+$9M
2
+$2.12M
3
+$1.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.07M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$779K

Sector Composition

1 Energy 4.21%
2 Technology 1.46%
3 Industrials 0.85%
4 Healthcare 0.77%
5 Materials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$6.53K ﹤0.01%
1,000
377
$6.5K ﹤0.01%
644
378
$6.49K ﹤0.01%
+334
379
$6.48K ﹤0.01%
50
380
$6.3K ﹤0.01%
+26
381
$6.17K ﹤0.01%
96
+46
382
$6.14K ﹤0.01%
+79
383
$6.13K ﹤0.01%
91
384
$6.1K ﹤0.01%
+283
385
$6.08K ﹤0.01%
600
386
$6.07K ﹤0.01%
+185
387
$6.06K ﹤0.01%
+124
388
$5.92K ﹤0.01%
+23
389
$5.88K ﹤0.01%
2,615
390
$5.88K ﹤0.01%
179
+104
391
$5.87K ﹤0.01%
65
392
$5.8K ﹤0.01%
595
393
$5.79K ﹤0.01%
55
394
$5.78K ﹤0.01%
185
395
$5.75K ﹤0.01%
+101
396
$5.74K ﹤0.01%
+27
397
$5.72K ﹤0.01%
126
+98
398
$5.66K ﹤0.01%
+53
399
$5.65K ﹤0.01%
+68
400
$5.62K ﹤0.01%
+63
14 15
16
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