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
426
$2.18K ﹤0.01%
155
427
$2.16K ﹤0.01%
17
428
$2.13K ﹤0.01%
15
429
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8
430
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100
431
$2.05K ﹤0.01%
40
432
$2.03K ﹤0.01%
138
-1,872
433
$2.03K ﹤0.01%
4
434
$2.01K ﹤0.01%
14
435
$2.01K ﹤0.01%
11
436
$2K ﹤0.01%
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437
$1.99K ﹤0.01%
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438
$1.95K ﹤0.01%
10
439
$1.94K ﹤0.01%
1
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$1.92K ﹤0.01%
16
441
$1.88K ﹤0.01%
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442
$1.86K ﹤0.01%
17
-70
443
$1.86K ﹤0.01%
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444
$1.83K ﹤0.01%
80
+64
445
$1.82K ﹤0.01%
15
446
$1.8K ﹤0.01%
12
447
$1.79K ﹤0.01%
298
448
$1.78K ﹤0.01%
2
449
$1.77K ﹤0.01%
17
450
$1.68K ﹤0.01%
43
16 17
18
19 20