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
$277M
AUM Growth
+$3.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1 +$6.11M
2 +$5.03M
3 +$4.31M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$4.1M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.37M

Top Sells

1 +$2.24M
2 +$2.14M
3 +$1.88M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.34M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.05M

Sector Composition

1 Energy 7.12%
2 Technology 4.09%
3 Industrials 1.49%
4 Materials 1.47%
5 Financials 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$6K ﹤0.01%
+14
402
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+122
403
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130
+64
404
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717
405
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1,024
+4
406
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+108
407
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+60
408
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2,445
409
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170
-1,850
410
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+84
411
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+57
412
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+68
413
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129
+8
414
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200
-100
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+50
416
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644
417
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639
418
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59
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+11
420
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20
421
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538
422
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14
+1
423
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3
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$5K ﹤0.01%
66
425
$5K ﹤0.01%
200