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
$1.03B
AUM Growth
+$72.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$5.18M
3
+$3.19M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$2.37M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.21M

Top Sells

1
+$868K
2
+$635K
3
+$605K
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$509K
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$341K

Sector Composition

1 Energy 2.98%
2 Technology 1.04%
3 Industrials 0.53%
4 Materials 0.49%
5 Consumer Discretionary 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2.36K ﹤0.01%
+16
452
$2.34K ﹤0.01%
9
453
$2.3K ﹤0.01%
18
454
$2.29K ﹤0.01%
4
455
$2.23K ﹤0.01%
130
456
$2.23K ﹤0.01%
853
457
$2.22K ﹤0.01%
12
458
$2.2K ﹤0.01%
8
-24
459
$2.15K ﹤0.01%
25
-2
460
$2.15K ﹤0.01%
8
461
$2.14K ﹤0.01%
16
462
$2.1K ﹤0.01%
8
463
$2.09K ﹤0.01%
100
464
$2.08K ﹤0.01%
17
465
$2.03K ﹤0.01%
43
466
$2K ﹤0.01%
95
467
$1.99K ﹤0.01%
46
468
$1.99K ﹤0.01%
218
469
$1.99K ﹤0.01%
+21
470
$1.99K ﹤0.01%
28
471
$1.98K ﹤0.01%
19
472
$1.97K ﹤0.01%
88
473
$1.96K ﹤0.01%
54
-86
474
$1.95K ﹤0.01%
522
475
$1.94K ﹤0.01%
+27
17 18
19
20 21