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
26
$7.1M 0.6%
125,343
-3,006
27
$6.85M 0.58%
26,441
+236
28
$6.54M 0.56%
23,803
+102
29
$5.86M 0.5%
121,059
-3,227
30
$5.56M 0.47%
154,836
-3,417
31
$5.54M 0.47%
24,954
-1,684
32
$5.37M 0.46%
211,802
-16,580
33
$5.02M 0.43%
148,923
-5,571
34
$4.62M 0.39%
59,040
+519
35
$4.3M 0.37%
59,697
-671
36
$4.27M 0.36%
47,200
+2,530
37
$4.07M 0.35%
14,107
+4,807
38
$3.6M 0.31%
83,687
-188
39
$3.35M 0.28%
55,386
+10,263
40
$3.22M 0.27%
30,521
-9,578
41
$3.14M 0.27%
31,624
+1,192
42
$3.01M 0.26%
5,384
+444
43
$2.62M 0.22%
7,492
44
$2.42M 0.21%
22,358
-21
45
$2.27M 0.19%
6,057
-249
46
$2.14M 0.18%
88,930
-1,088
47
$2.1M 0.18%
17,696
-13,382
48
$2.08M 0.18%
27,193
+304
49
$2.03M 0.17%
19,248
-1,550
50
$1.92M 0.16%
165,624
-1,629
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