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
$535M
AUM Growth
+$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
796
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$4.65M
3
+$3.27M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.43M

Top Sells

1
+$9M
2
+$2.12M
3
+$1.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.07M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$779K

Sector Composition

1 Energy 4.21%
2 Technology 1.46%
3 Industrials 0.85%
4 Healthcare 0.77%
5 Materials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3.69K ﹤0.01%
+17
477
$3.69K ﹤0.01%
650
478
$3.63K ﹤0.01%
+28
479
$3.63K ﹤0.01%
160
-2,010
480
$3.6K ﹤0.01%
111
-1,022
481
$3.58K ﹤0.01%
68
482
$3.58K ﹤0.01%
+224
483
$3.54K ﹤0.01%
+38
484
$3.52K ﹤0.01%
105
+75
485
$3.5K ﹤0.01%
+107
486
$3.45K ﹤0.01%
152
487
$3.41K ﹤0.01%
176
488
$3.37K ﹤0.01%
71
+1
489
$3.33K ﹤0.01%
69
490
$3.3K ﹤0.01%
90
491
$3.29K ﹤0.01%
+16
492
$3.28K ﹤0.01%
+7
493
$3.26K ﹤0.01%
+187
494
$3.25K ﹤0.01%
+29
495
$3.23K ﹤0.01%
+27
496
$3.22K ﹤0.01%
+47
497
$3.2K ﹤0.01%
+14
498
$3.19K ﹤0.01%
+48
499
$3.18K ﹤0.01%
+13
500
$3.15K ﹤0.01%
38
+1
18 19
20
21 22