BHWM

Beaird Harris Wealth Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 14.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.29B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$5.13M
3
+$4.92M
4
AVLC icon
Avantis US Large Cap Equity ETF
AVLC
+$4.3M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.72M

Top Sells

1
+$2.58M
2
+$999K
3
+$599K
4
BXMT icon
Blackstone Mortgage Trust
BXMT
+$480K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$462K

Sector Composition

1 Technology 1.71%
2 Consumer Discretionary 1.28%
3 Energy 0.49%
4 Financials 0.41%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$9.88K ﹤0.01%
+230
377
$9.78K ﹤0.01%
18
+10
378
$9.77K ﹤0.01%
60
+5
379
$9.49K ﹤0.01%
18
+4
380
$9.45K ﹤0.01%
12
+6
381
$9.41K ﹤0.01%
500
382
$9.29K ﹤0.01%
24
383
$8.76K ﹤0.01%
97
+22
384
$8.61K ﹤0.01%
47
+21
385
$8.02K ﹤0.01%
162
+69
386
$7.98K ﹤0.01%
66
+25
387
$7.93K ﹤0.01%
20
388
$7.76K ﹤0.01%
1,270
-500
389
$7.72K ﹤0.01%
58
+49
390
$7.65K ﹤0.01%
1,000
391
$7.61K ﹤0.01%
524
392
$7.54K ﹤0.01%
23
393
$7.43K ﹤0.01%
23
+11
394
$7.25K ﹤0.01%
36
+6
395
$7.17K ﹤0.01%
66
396
$7.12K ﹤0.01%
5
+3
397
$7.09K ﹤0.01%
65
398
$7.06K ﹤0.01%
236
-300
399
$6.83K ﹤0.01%
300
400
$6.81K ﹤0.01%
22
+13
14 15
16
17 18