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
$557M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.04M
3
+$1.52M
4
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$1.46M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.34M

Top Sells

1
+$1.69M
2
+$1.09M
3
+$792K
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$478K
5
DFIV icon
Dimensional International Value ETF
DFIV
+$430K

Sector Composition

1 Energy 4.12%
2 Technology 1.41%
3 Industrials 0.71%
4 Materials 0.66%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2K ﹤0.01%
522
377
$1.99K ﹤0.01%
+43
378
$1.96K ﹤0.01%
40
-49
379
$1.96K ﹤0.01%
68
380
$1.87K ﹤0.01%
100
381
$1.74K ﹤0.01%
8
382
$1.72K ﹤0.01%
50
-40
383
$1.71K ﹤0.01%
50
-150
384
$1.7K ﹤0.01%
22
385
$1.69K ﹤0.01%
17
+1
386
$1.66K ﹤0.01%
10
387
$1.51K ﹤0.01%
30
388
$1.46K ﹤0.01%
+18
389
$1.45K ﹤0.01%
98
390
$1.44K ﹤0.01%
50
391
$1.42K ﹤0.01%
47
392
$1.4K ﹤0.01%
12
393
$1.39K ﹤0.01%
59
394
$1.34K ﹤0.01%
29
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395
$1.34K ﹤0.01%
10
396
$1.32K ﹤0.01%
+72
397
$1.32K ﹤0.01%
20
398
$1.32K ﹤0.01%
+28
399
$1.32K ﹤0.01%
344
400
$1.29K ﹤0.01%
+42
14 15
16
17 18