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
$953M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13.8M
3
+$12.2M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$8.97M
5
SCMB icon
Schwab Municipal Bond ETF
SCMB
+$6.32M

Top Sells

1
+$12.9M
2
+$6.59M
3
+$6.22M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.18M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$711K

Sector Composition

1 Energy 2.79%
2 Technology 1.07%
3 Materials 0.56%
4 Industrials 0.45%
5 Healthcare 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5.26K ﹤0.01%
100
377
$5.18K ﹤0.01%
209
378
$5.16K ﹤0.01%
+84
379
$4.99K ﹤0.01%
+90
380
$4.97K ﹤0.01%
25
381
$4.96K ﹤0.01%
+106
382
$4.9K ﹤0.01%
+34
383
$4.85K ﹤0.01%
39
384
$4.77K ﹤0.01%
+8
385
$4.77K ﹤0.01%
+100
386
$4.75K ﹤0.01%
+75
387
$4.74K ﹤0.01%
18
+17
388
$4.72K ﹤0.01%
+54
389
$4.69K ﹤0.01%
24
390
$4.65K ﹤0.01%
60
391
$4.64K ﹤0.01%
+140
392
$4.59K ﹤0.01%
+19
393
$4.55K ﹤0.01%
82
394
$4.52K ﹤0.01%
650
395
$4.48K ﹤0.01%
26
396
$4.39K ﹤0.01%
+5
397
$4.39K ﹤0.01%
+315
398
$4.34K ﹤0.01%
+29
399
$4.26K ﹤0.01%
595
-1,753
400
$4.24K ﹤0.01%
260
14 15
16
17 18