BHWM
Beaird Harris Wealth Management Portfolio holdings
AUM
$1.29B
1-Year Return
11.44%
This Quarter Return
+3.8%
1 Year Return
+11.44%
3 Year Return
+31.51%
5 Year Return
–
10 Year Return
–
AUM
$274M
AUM Growth
–
Cap. Flow
+$274M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
62.58%
Holding
686
New
683
Increased
–
Reduced
–
Closed
–
Top Buys
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% |
