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
$953M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13.8M
3
+$12.2M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$8.97M
5
SCMB icon
Schwab Municipal Bond ETF
SCMB
+$6.32M

Top Sells

1
+$12.9M
2
+$6.59M
3
+$6.22M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.18M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$711K

Sector Composition

1 Energy 2.79%
2 Technology 1.07%
3 Materials 0.56%
4 Industrials 0.45%
5 Healthcare 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$4.21K ﹤0.01%
+26
402
$4.1K ﹤0.01%
178
+1
403
$4.03K ﹤0.01%
+26
404
$4.01K ﹤0.01%
+18
405
$3.98K ﹤0.01%
40
406
$3.96K ﹤0.01%
55
407
$3.95K ﹤0.01%
+28
408
$3.84K ﹤0.01%
93
+1
409
$3.77K ﹤0.01%
+57
410
$3.68K ﹤0.01%
47
411
$3.68K ﹤0.01%
27
412
$3.66K ﹤0.01%
+9
413
$3.58K ﹤0.01%
395
414
$3.48K ﹤0.01%
44
+20
415
$3.44K ﹤0.01%
200
+11
416
$3.44K ﹤0.01%
+6
417
$3.43K ﹤0.01%
600
418
$3.32K ﹤0.01%
324
+108
419
$3.28K ﹤0.01%
1,120
420
$3.22K ﹤0.01%
+14
421
$3.2K ﹤0.01%
+11
422
$3.19K ﹤0.01%
87
423
$3.11K ﹤0.01%
359
424
$3.11K ﹤0.01%
13
425
$3.1K ﹤0.01%
102
+14
15 16
17
18 19