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
$1.14B
AUM Growth
+$82.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$6.52M
3
+$6.22M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$5.6M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$5.09M

Top Sells

1
+$22M
2
+$3.67M
3
+$2.48M
4
SHW icon
Sherwin-Williams
SHW
+$1.94M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.73M

Sector Composition

1 Technology 1.42%
2 Consumer Discretionary 0.86%
3 Energy 0.66%
4 Healthcare 0.32%
5 Materials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2.78K ﹤0.01%
121
-57
402
$2.77K ﹤0.01%
59
+39
403
$2.73K ﹤0.01%
1,115
404
$2.7K ﹤0.01%
68
405
$2.67K ﹤0.01%
40
-145
406
$2.63K ﹤0.01%
853
407
$2.6K ﹤0.01%
240
408
$2.6K ﹤0.01%
106
409
$2.58K ﹤0.01%
40
410
$2.58K ﹤0.01%
32
411
$2.53K ﹤0.01%
5
-8
412
$2.52K ﹤0.01%
272
413
$2.51K ﹤0.01%
130
414
$2.5K ﹤0.01%
48
415
$2.48K ﹤0.01%
9
416
$2.42K ﹤0.01%
1,120
417
$2.42K ﹤0.01%
+522
418
$2.41K ﹤0.01%
9
-35
419
$2.37K ﹤0.01%
24
420
$2.33K ﹤0.01%
38
421
$2.33K ﹤0.01%
37
-153
422
$2.25K ﹤0.01%
88
423
$2.24K ﹤0.01%
18
424
$2.22K ﹤0.01%
54
425
$2.18K ﹤0.01%
46
15 16
17
18 19