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
26
$7.24M 0.63%
128,919
-604
27
$6.8M 0.59%
125,864
-949
28
$6.79M 0.59%
25,949
+23,768
29
$6.68M 0.58%
23,589
+2,781
30
$6.31M 0.55%
240,182
31
$6.12M 0.53%
158,849
-6,079
32
$5.5M 0.48%
156,020
-5,721
33
$5.3M 0.46%
22,747
-1,245
34
$4.63M 0.4%
42,654
+213
35
$4.38M 0.38%
44,939
+4,752
36
$4.07M 0.36%
51,683
+1,339
37
$3.97M 0.35%
84,178
-135
38
$3.5M 0.31%
29,891
-5,254
39
$2.97M 0.26%
53,569
+5,706
40
$2.91M 0.25%
6,768
-876
41
$2.86M 0.25%
7,492
-5,078
42
$2.83M 0.25%
23,263
+5,740
43
$2.81M 0.25%
45,123
+645
44
$2.79M 0.24%
30,577
-11,665
45
$2.71M 0.24%
4,718
-565
46
$2.22M 0.19%
20,879
+548
47
$2.02M 0.18%
10,078
-148
48
$2M 0.17%
25,484
+3,036
49
$1.94M 0.17%
11,120
-69
50
$1.94M 0.17%
8,179
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