BHWM

Beaird Harris Wealth Management Portfolio holdings

AUM $1.41B
1-Year Est. Return 11.71%
This Quarter Est. Return
1 Year Est. Return
+11.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.18B
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$8.34M
2
+$5.91M
3
+$4.01M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.99M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$3.83M

Top Sells

1
+$2.16M
2
+$1.59M
3
+$1.45M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.14M
5
SLQD icon
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 0.28%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.7K ﹤0.01%
6
452
$1.68K ﹤0.01%
15
453
$1.66K ﹤0.01%
85
454
$1.65K ﹤0.01%
10
455
$1.64K ﹤0.01%
56
456
$1.63K ﹤0.01%
2
-5
457
$1.61K ﹤0.01%
+21
458
$1.6K ﹤0.01%
52
459
$1.53K ﹤0.01%
42
460
$1.52K ﹤0.01%
20
461
$1.52K ﹤0.01%
40
462
$1.49K ﹤0.01%
109
463
$1.46K ﹤0.01%
3
464
$1.46K ﹤0.01%
55
465
$1.45K ﹤0.01%
41
466
$1.45K ﹤0.01%
18
467
$1.36K ﹤0.01%
65
468
$1.35K ﹤0.01%
+4
469
$1.35K ﹤0.01%
4
470
$1.34K ﹤0.01%
130
471
$1.27K ﹤0.01%
43
472
$1.21K ﹤0.01%
7
473
$1.2K ﹤0.01%
7
474
$1.14K ﹤0.01%
8
475
$1.11K ﹤0.01%
22
17 18
19
20 21