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
$1.16B
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$7.01M
2
+$4.76M
3
+$3.89M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.81M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.69M

Top Sells

1
+$4.37M
2
+$4.08M
3
+$1.63M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.39M
5
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$1.23M

Sector Composition

1 Technology 1.74%
2 Consumer Discretionary 1.22%
3 Energy 0.72%
4 Healthcare 0.27%
5 Materials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2.77K ﹤0.01%
1,115
402
$2.75K ﹤0.01%
130
403
$2.74K ﹤0.01%
103
-80
404
$2.74K ﹤0.01%
12
-50
405
$2.69K ﹤0.01%
12
-18
406
$2.66K ﹤0.01%
9
407
$2.63K ﹤0.01%
106
408
$2.57K ﹤0.01%
100
409
$2.52K ﹤0.01%
48
410
$2.51K ﹤0.01%
80
411
$2.5K ﹤0.01%
24
412
$2.48K ﹤0.01%
9
413
$2.48K ﹤0.01%
272
414
$2.46K ﹤0.01%
15
415
$2.4K ﹤0.01%
38
416
$2.36K ﹤0.01%
54
417
$2.33K ﹤0.01%
240
418
$2.32K ﹤0.01%
37
-357
419
$2.31K ﹤0.01%
1,120
420
$2.3K ﹤0.01%
16
421
$2.29K ﹤0.01%
38
-51
422
$2.25K ﹤0.01%
138
423
$2.24K ﹤0.01%
522
424
$2.18K ﹤0.01%
40
425
$2.16K ﹤0.01%
218
15 16
17
18 19