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
$277M
AUM Growth
+$3.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$5.03M
3
+$4.31M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$4.1M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.37M

Top Sells

1
+$2.24M
2
+$2.14M
3
+$1.88M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.34M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.05M

Sector Composition

1 Energy 7.12%
2 Technology 4.09%
3 Industrials 1.49%
4 Materials 1.47%
5 Financials 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4K ﹤0.01%
+125
452
$4K ﹤0.01%
87
453
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167
+1
454
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68
455
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69
456
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36
457
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57
-500
458
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47
459
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+166
460
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+63
461
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55
+25
462
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100
-90
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52
464
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10
-89
465
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100
-100
466
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26
467
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100
468
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18
+6
469
$4K ﹤0.01%
200
470
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24
471
$4K ﹤0.01%
410
472
$4K ﹤0.01%
+151
473
$4K ﹤0.01%
112
+100
474
$3K ﹤0.01%
19
475
$3K ﹤0.01%
381
17 18
19
20 21