BHWM
Beaird Harris Wealth Management Portfolio holdings
AUM
$1.45B
1-Year Est. Return
14.01%
This Fund
S&P 500
1 Year Est. Return
+14.01%
AUM
$1.29B
AUM Growth
+$116M
(+9.8%)
Holding
641
Top Buys
| 1 | +$6.08M | |
| 2 | +$5.13M | |
| 3 | +$4.92M | |
| 4 |
Avantis US Large Cap Equity ETF
AVLC
|
+$4.3M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$3.72M |
Top Sells
| 1 | +$2.58M | |
| 2 | +$999K | |
| 3 | +$599K | |
| 4 |
Blackstone Mortgage Trust
BXMT
|
+$480K |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$462K |
Sector Composition
| 1 | Technology | 1.71% |
| 2 | Consumer Discretionary | 1.28% |
| 3 | Energy | 0.49% |
| 4 | Financials | 0.41% |
| 5 | Healthcare | 0.28% |