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
426
$4.76K ﹤0.01%
89
+49
427
$4.68K ﹤0.01%
189
-271
428
$4.67K ﹤0.01%
+26
429
$4.66K ﹤0.01%
+88
430
$4.62K ﹤0.01%
+13
431
$4.61K ﹤0.01%
538
432
$4.56K ﹤0.01%
+59
433
$4.56K ﹤0.01%
400
434
$4.55K ﹤0.01%
+69
435
$4.54K ﹤0.01%
187
+160
436
$4.54K ﹤0.01%
+67
437
$4.52K ﹤0.01%
180
-1,608
438
$4.5K ﹤0.01%
35
439
$4.48K ﹤0.01%
+107
440
$4.44K ﹤0.01%
39
441
$4.43K ﹤0.01%
+71
442
$4.42K ﹤0.01%
+61
443
$4.38K ﹤0.01%
+175
444
$4.33K ﹤0.01%
+208
445
$4.28K ﹤0.01%
102
+15
446
$4.26K ﹤0.01%
1,043
+6
447
$4.24K ﹤0.01%
1,250
448
$4.23K ﹤0.01%
+25
449
$4.15K ﹤0.01%
+33
450
$4.15K ﹤0.01%
110
+90