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
$1.18B
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$8.34M
2
+$5.91M
3
+$4.01M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.99M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$3.83M

Top Sells

1
+$2.16M
2
+$1.59M
3
+$1.45M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.14M
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$1.05M

Sector Composition

1 Technology 1.47%
2 Consumer Discretionary 0.86%
3 Energy 0.59%
4 Healthcare 0.28%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3.69K ﹤0.01%
+1,000
402
$3.68K ﹤0.01%
6
403
$3.64K ﹤0.01%
87
404
$3.39K ﹤0.01%
68
405
$3.3K ﹤0.01%
130
406
$3.21K ﹤0.01%
32
407
$3.17K ﹤0.01%
5
408
$3.15K ﹤0.01%
274
409
$3.08K ﹤0.01%
+200
410
$3.04K ﹤0.01%
349
+1
411
$2.99K ﹤0.01%
+135
412
$2.83K ﹤0.01%
12
413
$2.81K ﹤0.01%
48
414
$2.77K ﹤0.01%
2
-4
415
$2.71K ﹤0.01%
37
416
$2.69K ﹤0.01%
124
417
$2.68K ﹤0.01%
9
418
$2.66K ﹤0.01%
14
419
$2.6K ﹤0.01%
15
420
$2.59K ﹤0.01%
40
421
$2.51K ﹤0.01%
37
422
$2.42K ﹤0.01%
12
423
$2.38K ﹤0.01%
+60
424
$2.37K ﹤0.01%
155
425
$2.36K ﹤0.01%
9
15 16
17
18 19