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
426
$3.03K ﹤0.01%
85
427
$3K ﹤0.01%
+86
428
$2.95K ﹤0.01%
29
429
$2.89K ﹤0.01%
106
430
$2.86K ﹤0.01%
200
431
$2.85K ﹤0.01%
+328
432
$2.78K ﹤0.01%
+6
433
$2.71K ﹤0.01%
60
434
$2.7K ﹤0.01%
+73
435
$2.7K ﹤0.01%
+40
436
$2.69K ﹤0.01%
853
+8
437
$2.68K ﹤0.01%
1,115
438
$2.64K ﹤0.01%
20
439
$2.59K ﹤0.01%
+1
440
$2.59K ﹤0.01%
95
441
$2.55K ﹤0.01%
21
442
$2.47K ﹤0.01%
+52
443
$2.46K ﹤0.01%
+130
444
$2.4K ﹤0.01%
+124
445
$2.35K ﹤0.01%
50
446
$2.34K ﹤0.01%
+24
447
$2.29K ﹤0.01%
66
+19
448
$2.26K ﹤0.01%
68
449
$2.26K ﹤0.01%
10
450
$2.23K ﹤0.01%
68
16 17
18
19 20