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
$535M
AUM Growth
+$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
796
New
Increased
Reduced
Closed

Top Buys

1 +$13.9M
2 +$4.65M
3 +$3.27M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.43M

Top Sells

1 +$9M
2 +$2.12M
3 +$1.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.07M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$779K

Sector Composition

1 Energy 4.21%
2 Technology 1.46%
3 Industrials 0.85%
4 Healthcare 0.77%
5 Materials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$5.55K ﹤0.01%
+200
402
$5.41K ﹤0.01%
+21
403
$5.34K ﹤0.01%
+26
404
$5.29K ﹤0.01%
+84
405
$5.24K ﹤0.01%
370
406
$5.16K ﹤0.01%
+42
407
$5.15K ﹤0.01%
+321
408
$5.13K ﹤0.01%
+16
409
$5.13K ﹤0.01%
500
410
$5.11K ﹤0.01%
+175
411
$5.04K ﹤0.01%
+8
412
$4.97K ﹤0.01%
+107
413
$4.95K ﹤0.01%
+17
414
$4.95K ﹤0.01%
209
415
$4.95K ﹤0.01%
214
416
$4.93K ﹤0.01%
148
417
$4.93K ﹤0.01%
+2
418
$4.92K ﹤0.01%
152
419
$4.91K ﹤0.01%
+163
420
$4.88K ﹤0.01%
+76
421
$4.86K ﹤0.01%
+25
422
$4.84K ﹤0.01%
243
423
$4.82K ﹤0.01%
295
424
$4.8K ﹤0.01%
+33
425
$4.78K ﹤0.01%
+136