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
426
$2.14K ﹤0.01%
12
427
$2.11K ﹤0.01%
155
428
$2.09K ﹤0.01%
46
429
$2.09K ﹤0.01%
88
430
$2.08K ﹤0.01%
853
431
$2.07K ﹤0.01%
5
432
$2.06K ﹤0.01%
40
433
$2.05K ﹤0.01%
17
434
$2.03K ﹤0.01%
8
435
$2K ﹤0.01%
17
436
$1.99K ﹤0.01%
6
437
$1.99K ﹤0.01%
1
438
$1.99K ﹤0.01%
19
439
$1.94K ﹤0.01%
4
440
$1.94K ﹤0.01%
20
441
$1.94K ﹤0.01%
56
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442
$1.86K ﹤0.01%
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443
$1.85K ﹤0.01%
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444
$1.79K ﹤0.01%
18
445
$1.79K ﹤0.01%
41
446
$1.78K ﹤0.01%
15
447
$1.75K ﹤0.01%
26
448
$1.75K ﹤0.01%
37
449
$1.74K ﹤0.01%
100
450
$1.66K ﹤0.01%
37
16 17
18
19 20