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
$1.14B
AUM Growth
+$82.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$6.52M
3
+$6.22M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$5.6M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$5.09M

Top Sells

1
+$22M
2
+$3.67M
3
+$2.48M
4
SHW icon
Sherwin-Williams
SHW
+$1.94M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.73M

Sector Composition

1 Technology 1.42%
2 Consumer Discretionary 0.86%
3 Energy 0.66%
4 Healthcare 0.32%
5 Materials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.68K ﹤0.01%
52
452
$1.6K ﹤0.01%
26
-1
453
$1.56K ﹤0.01%
37
454
$1.55K ﹤0.01%
4
455
$1.52K ﹤0.01%
6
456
$1.51K ﹤0.01%
347
457
$1.51K ﹤0.01%
65
458
$1.51K ﹤0.01%
40
-17
459
$1.5K ﹤0.01%
42
460
$1.46K ﹤0.01%
33
461
$1.41K ﹤0.01%
8
462
$1.4K ﹤0.01%
3
463
$1.4K ﹤0.01%
20
-175
464
$1.39K ﹤0.01%
55
-1
465
$1.29K ﹤0.01%
15
-28
466
$1.28K ﹤0.01%
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467
$1.24K ﹤0.01%
22
468
$1.2K ﹤0.01%
7
-1
469
$1.16K ﹤0.01%
17
470
$1.14K ﹤0.01%
20
471
$1.13K ﹤0.01%
25
472
$1.12K ﹤0.01%
100
-1,996
473
$1.11K ﹤0.01%
109
474
$1.11K ﹤0.01%
69
-23
475
$1.11K ﹤0.01%
9
17 18
19
20 21