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
$1.16B
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$7.01M
2
+$4.76M
3
+$3.89M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.81M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.69M

Top Sells

1
+$4.37M
2
+$4.08M
3
+$1.63M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.39M
5
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$1.23M

Sector Composition

1 Technology 1.74%
2 Consumer Discretionary 1.22%
3 Energy 0.72%
4 Healthcare 0.27%
5 Materials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$4.82K ﹤0.01%
31
377
$4.67K ﹤0.01%
57
378
$4.59K ﹤0.01%
274
379
$4.56K ﹤0.01%
93
-1
380
$4.48K ﹤0.01%
51
381
$4.38K ﹤0.01%
60
382
$4.36K ﹤0.01%
39
383
$4.33K ﹤0.01%
348
+1
384
$4.26K ﹤0.01%
26
385
$4.23K ﹤0.01%
26
-14
386
$4.17K ﹤0.01%
9
387
$4.13K ﹤0.01%
68
388
$3.95K ﹤0.01%
11
389
$3.77K ﹤0.01%
6
390
$3.73K ﹤0.01%
44
-2,335
391
$3.63K ﹤0.01%
9
392
$3.56K ﹤0.01%
5
393
$3.34K ﹤0.01%
72
394
$3.34K ﹤0.01%
87
-150
395
$3.2K ﹤0.01%
1
396
$3.09K ﹤0.01%
28
-672
397
$2.92K ﹤0.01%
124
398
$2.91K ﹤0.01%
14
399
$2.9K ﹤0.01%
85
+16
400
$2.89K ﹤0.01%
32
14 15
16
17 18