BHWM

Beaird Harris Wealth Management Portfolio holdings

AUM $1.29B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
+11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$535M
AUM Growth
+$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
796
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$4.65M
3
+$3.27M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.43M

Top Sells

1
+$9M
2
+$2.12M
3
+$1.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.07M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$779K

Sector Composition

1 Energy 4.21%
2 Technology 1.46%
3 Industrials 0.85%
4 Healthcare 0.77%
5 Materials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4.14K ﹤0.01%
410
452
$4.13K ﹤0.01%
+100
453
$4.11K ﹤0.01%
+194
454
$4.11K ﹤0.01%
172
+1
455
$4.1K ﹤0.01%
+101
456
$4.09K ﹤0.01%
+32
457
$4.08K ﹤0.01%
184
458
$4.08K ﹤0.01%
200
459
$4.08K ﹤0.01%
+54
460
$4.03K ﹤0.01%
+13
461
$4.03K ﹤0.01%
121
-141
462
$3.94K ﹤0.01%
+82
463
$3.93K ﹤0.01%
+279
464
$3.88K ﹤0.01%
+27
465
$3.87K ﹤0.01%
+30
466
$3.87K ﹤0.01%
+35
467
$3.87K ﹤0.01%
+23
468
$3.84K ﹤0.01%
+49
469
$3.83K ﹤0.01%
+13
470
$3.8K ﹤0.01%
57
471
$3.78K ﹤0.01%
+145
472
$3.76K ﹤0.01%
+31
473
$3.72K ﹤0.01%
+31
474
$3.71K ﹤0.01%
+94
475
$3.7K ﹤0.01%
+82
17 18
19
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