BHWM

Beaird Harris Wealth Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 14.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1 +$56.1M
2 +$32.6M
3 +$28.9M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$20.5M
5
ET icon
Energy Transfer Partners
ET
+$12.4M

Top Sells

No sells this quarter

Sector Composition

1 Energy 5.7%
2 Technology 5.47%
3 Industrials 2.47%
4 Materials 2.11%
5 Healthcare 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$6K ﹤0.01%
+101
452
$6K ﹤0.01%
+1,020
453
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+200
454
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+2,445
455
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458
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459
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461
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464
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465
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466
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467
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468
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+1,038
469
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470
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+100
471
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+117
472
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+66
473
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+220
474
$5K ﹤0.01%
+105
475
$5K ﹤0.01%
+30