BHWM
Beaird Harris Wealth Management Portfolio holdings
AUM
$1.29B
1-Year Return
11.44%
This Quarter Return
+7.81%
1 Year Return
+11.44%
3 Year Return
+31.51%
5 Year Return
–
10 Year Return
–
AUM
$953M
AUM Growth
+$118M
(+14%)
Cap. Flow
+$53.3M
Cap. Flow
% of AUM
5.59%
Top 10 Holdings %
Top 10 Hldgs %
57.94%
Holding
631
New
176
Increased
156
Reduced
55
Closed
31
Top Buys
Top Sells
| 1 |
Dimensional National Municipal Bond ETF
DFNM
|
$12.9M |
| 2 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$6.59M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$6.22M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$2.18M |
| 5 |
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% |
