BHWM
Beaird Harris Wealth Management Portfolio holdings
AUM
$1.29B
1-Year Return
11.44%
This Quarter Return
-0.43%
1 Year Return
+11.44%
3 Year Return
+31.51%
5 Year Return
–
10 Year Return
–
AUM
$1.18B
AUM Growth
+$18.5M
(+1.6%)
Cap. Flow
+$27M
Cap. Flow
% of AUM
2.3%
Top 10 Holdings %
Top 10 Hldgs %
56.66%
Holding
545
New
47
Increased
90
Reduced
110
Closed
40
Top Buys
| 1 |
Bitwise Bitcoin ETF
BITB
|
$8.34M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$5.91M |
| 3 |
Avantis US Large Cap Value ETF
AVLV
|
$4.01M |
| 4 |
Dimensional US High Profitability ETF
DUHP
|
$3.99M |
| 5 |
Avantis US Small Cap Value ETF
AVUV
|
$3.83M |
Top Sells
| 1 |
Palantir
PLTR
|
$2.16M |
| 2 |
Exxon Mobil
XOM
|
$1.59M |
| 3 |
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
|
$1.45M |
| 4 |
Dimensional US Small Cap ETF
DFAS
|
$1.14M |
| 5 |
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
|
$1.05M |
Sector Composition
| 1 | Technology | 1.47% |
| 2 | Consumer Discretionary | 0.86% |
| 3 | Energy | 0.59% |
| 4 | Healthcare | 0.27% |
| 5 | Financials | 0.24% |
