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
426
$2.34K ﹤0.01%
24
427
$2.32K ﹤0.01%
46
428
$2.29K ﹤0.01%
+60
429
$2.18K ﹤0.01%
88
430
$2.18K ﹤0.01%
16
431
$2.14K ﹤0.01%
38
432
$2.1K ﹤0.01%
5
433
$2.09K ﹤0.01%
19
434
$2.07K ﹤0.01%
138
435
$2.07K ﹤0.01%
106
436
$2.06K ﹤0.01%
11
437
$1.99K ﹤0.01%
8
438
$1.97K ﹤0.01%
101
+51
439
$1.93K ﹤0.01%
37
440
$1.9K ﹤0.01%
100
441
$1.85K ﹤0.01%
1
-14
442
$1.84K ﹤0.01%
1
443
$1.83K ﹤0.01%
6
444
$1.81K ﹤0.01%
14
445
$1.79K ﹤0.01%
80
446
$1.77K ﹤0.01%
1,115
447
$1.76K ﹤0.01%
56
448
$1.72K ﹤0.01%
28
449
$1.72K ﹤0.01%
4
450
$1.7K ﹤0.01%
26
16 17
18
19 20