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
$274M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1 +$55.4M
2 +$32.4M
3 +$29.2M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$20.3M
5
ET icon
Energy Transfer Partners
ET
+$11.3M

Top Sells

No sells this quarter

Sector Composition

1 Energy 5.7%
2 Technology 5.47%
3 Industrials 2.47%
4 Materials 2.11%
5 Healthcare 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$10K ﹤0.01%
+1,200
402
$10K ﹤0.01%
+180
403
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+83
404
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+63
405
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+183
406
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+121
407
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+200
408
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+100
409
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+101
410
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+62
411
$9K ﹤0.01%
+797
412
$9K ﹤0.01%
+109
413
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+166
414
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415
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416
$9K ﹤0.01%
+86
417
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418
$9K ﹤0.01%
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419
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+64
420
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+69
421
$9K ﹤0.01%
+266
422
$9K ﹤0.01%
+200
423
$9K ﹤0.01%
+1,546
424
$9K ﹤0.01%
+650
425
$9K ﹤0.01%
+200