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
$1.14B
AUM Growth
+$82.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$6.52M
3
+$6.22M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$5.6M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$5.09M

Top Sells

1
+$22M
2
+$3.67M
3
+$2.48M
4
SHW icon
Sherwin-Williams
SHW
+$1.94M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.73M

Sector Composition

1 Technology 1.42%
2 Consumer Discretionary 0.86%
3 Energy 0.66%
4 Healthcare 0.32%
5 Materials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$4.76K ﹤0.01%
315
-235
377
$4.73K ﹤0.01%
94
378
$4.7K ﹤0.01%
57
379
$4.67K ﹤0.01%
39
-608
380
$4.48K ﹤0.01%
26
381
$4.45K ﹤0.01%
274
-495
382
$4.23K ﹤0.01%
51
383
$4.19K ﹤0.01%
9
384
$4.16K ﹤0.01%
+100
385
$4.14K ﹤0.01%
8
386
$4.05K ﹤0.01%
9
-1
387
$4.03K ﹤0.01%
347
-374
388
$3.96K ﹤0.01%
74
+48
389
$3.91K ﹤0.01%
17
390
$3.81K ﹤0.01%
11
391
$3.8K ﹤0.01%
31
392
$3.76K ﹤0.01%
375
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393
$3.73K ﹤0.01%
6
-10
394
$3.68K ﹤0.01%
40
395
$3.64K ﹤0.01%
72
396
$3.57K ﹤0.01%
60
397
$3.36K ﹤0.01%
14
398
$3.22K ﹤0.01%
68
399
$3.15K ﹤0.01%
1
400
$2.89K ﹤0.01%
124
14 15
16
17 18