BHWM
Beaird Harris Wealth Management Portfolio holdings
AUM $1.18B
AUM
$1.18B
AUM Growth
+$18.5M (+2%)
Cap. Flow
+$30.7M
Cap. Flow % of AUM
2.61%
Top 10 Holdings %Top 10 Hldgs %
56.66%
Holding
545
New
47
Increased
92
Reduced
110
Closed
40
Top Buys
| 1 | $8.34M | |
| 2 | $5.91M | |
| 3 | $4.01M | |
| 4 | $3.99M | |
| 5 | $3.83M |
Top Sells
| 1 | $2.16M | |
| 2 | $1.59M | |
| 3 | $1.45M | |
| 4 | $1.14M | |
| 5 | $1.01M |
Sector Composition
| 1 | Technology | 1.47% |
| 2 | Consumer Discretionary | 0.86% |
| 3 | Energy | 0.59% |
| 4 | Healthcare | 0.27% |
| 5 | Financials | 0.24% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.7K | 0% | 6 | – | – | |||
| $1.68K | 0% | 15 | – | – | |||
| $1.66K | 0% | 85 | – | – | |||
| $1.65K | 0% | 10 | – | – | |||
| $1.64K | 0% | 56 | – | – | |||
| $1.63K | 0% | 2 -5 | -71% | -$4.08K | |||
| $1.61K | 0% | 210 | New | +$1.61K | |||
| $1.6K | 0% | 52 | – | – | |||
| $1.53K | 0% | 42 | – | – | |||
| $1.52K | 0% | 20 | – | – | |||
| $1.52K | 0% | 40 | – | – | |||
| $1.49K | 0% | 109 | – | – | |||
| $1.46K | 0% | 3 | – | – | |||
| $1.46K | 0% | 55 | – | – | |||
| $1.45K | 0% | 41 | – | – | |||
| $1.45K | 0% | 18 | – | – | |||
| $1.36K | 0% | 65 +52 | +400% | +$1.09K | |||
| $1.35K | 0% | 4 | New | +$1.35K | |||
| $1.35K | 0% | 4 | – | – | |||
| $1.34K | 0% | 130 | – | – | |||
| $1.28K | 0% | 43 | – | – | |||
| $1.21K | 0% | 7 | – | – | |||
| $1.2K | 0% | 7 | – | – | |||
| $1.14K | 0% | 8 | – | – | |||
| $1.11K | 0% | 22 | – | – |
