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
$1.16B
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$7.01M
2
+$4.76M
3
+$3.89M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.81M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.69M

Top Sells

1
+$4.37M
2
+$4.08M
3
+$1.63M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.39M
5
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$1.23M

Sector Composition

1 Technology 1.74%
2 Consumer Discretionary 1.22%
3 Energy 0.72%
4 Healthcare 0.27%
5 Materials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.07M 0.61%
278,663
-3,127
27
$6.87M 0.59%
23,701
+112
28
$6.76M 0.58%
124,286
-1,578
29
$6.67M 0.58%
26,638
+3,891
30
$6.66M 0.58%
128,349
-570
31
$5.86M 0.51%
228,382
-11,800
32
$5.43M 0.47%
158,253
-596
33
$4.99M 0.43%
154,494
-1,526
34
$4.92M 0.43%
60,368
+6,799
35
$4.52M 0.39%
58,521
+6,838
36
$4.27M 0.37%
40,099
-2,555
37
$3.98M 0.34%
44,670
-269
38
$3.52M 0.3%
83,875
-303
39
$3.34M 0.29%
31,078
+1,187
40
$3.06M 0.26%
30,432
-145
41
$3.01M 0.26%
22,379
-884
42
$2.9M 0.25%
4,940
+222
43
$2.88M 0.25%
45,123
44
$2.69M 0.23%
9,300
+4,660
45
$2.66M 0.23%
6,306
-462
46
$2.55M 0.22%
7,492
47
$2.25M 0.19%
29,725
-1,360
48
$2.19M 0.19%
20,798
-81
49
$2.01M 0.17%
26,889
+1,405
50
$1.98M 0.17%
10,005
-73
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