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
$953M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13.8M
3
+$12.2M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$8.97M
5
SCMB icon
Schwab Municipal Bond ETF
SCMB
+$6.32M

Top Sells

1
+$12.9M
2
+$6.59M
3
+$6.22M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.18M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$711K

Sector Composition

1 Energy 2.79%
2 Technology 1.07%
3 Materials 0.56%
4 Industrials 0.45%
5 Healthcare 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2.19K ﹤0.01%
+9
452
$2.19K ﹤0.01%
+240
453
$2.18K ﹤0.01%
18
+9
454
$2.11K ﹤0.01%
43
455
$2.1K ﹤0.01%
797
456
$2.1K ﹤0.01%
+8
457
$2.06K ﹤0.01%
+4
458
$2.05K ﹤0.01%
218
459
$2.04K ﹤0.01%
+16
460
$2.02K ﹤0.01%
522
461
$2K ﹤0.01%
+100
462
$1.99K ﹤0.01%
27
-6
463
$1.93K ﹤0.01%
17
464
$1.92K ﹤0.01%
+43
465
$1.9K ﹤0.01%
+40
466
$1.9K ﹤0.01%
15
467
$1.88K ﹤0.01%
34
468
$1.85K ﹤0.01%
27
469
$1.83K ﹤0.01%
20
470
$1.83K ﹤0.01%
298
+1
471
$1.83K ﹤0.01%
+38
472
$1.82K ﹤0.01%
+46
473
$1.81K ﹤0.01%
85
474
$1.8K ﹤0.01%
+8
475
$1.8K ﹤0.01%
+19
17 18
19
20 21