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
$1.18B
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$8.34M
2
+$5.91M
3
+$4.01M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.99M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$3.83M

Top Sells

1
+$2.16M
2
+$1.59M
3
+$1.45M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.14M
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$1.05M

Sector Composition

1 Technology 1.47%
2 Consumer Discretionary 0.86%
3 Energy 0.59%
4 Healthcare 0.28%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5.26K ﹤0.01%
+325
377
$5.18K ﹤0.01%
+4,843
378
$4.95K ﹤0.01%
461
379
$4.89K ﹤0.01%
60
380
$4.87K ﹤0.01%
+94
381
$4.82K ﹤0.01%
50
-381
382
$4.78K ﹤0.01%
30
383
$4.69K ﹤0.01%
344
+104
384
$4.61K ﹤0.01%
26
+14
385
$4.58K ﹤0.01%
57
386
$4.57K ﹤0.01%
41
-107
387
$4.54K ﹤0.01%
93
388
$4.52K ﹤0.01%
39
-4
389
$4.41K ﹤0.01%
+275
390
$4.39K ﹤0.01%
11
391
$4.38K ﹤0.01%
39
392
$4.26K ﹤0.01%
+300
393
$4.16K ﹤0.01%
26
394
$4.11K ﹤0.01%
88
395
$4.1K ﹤0.01%
51
396
$3.96K ﹤0.01%
8
-20
397
$3.95K ﹤0.01%
9
398
$3.89K ﹤0.01%
72
399
$3.81K ﹤0.01%
1
400
$3.77K ﹤0.01%
26
14 15
16
17 18