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
$953M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13.8M
3
+$12.2M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$8.97M
5
SCMB icon
Schwab Municipal Bond ETF
SCMB
+$6.32M

Top Sells

1
+$12.9M
2
+$6.59M
3
+$6.22M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.18M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$711K

Sector Composition

1 Energy 2.79%
2 Technology 1.07%
3 Materials 0.56%
4 Industrials 0.45%
5 Healthcare 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1.79K ﹤0.01%
79
477
$1.78K ﹤0.01%
272
478
$1.77K ﹤0.01%
51
479
$1.76K ﹤0.01%
+138
480
$1.75K ﹤0.01%
286
481
$1.74K ﹤0.01%
+55
482
$1.71K ﹤0.01%
+25
483
$1.7K ﹤0.01%
+88
484
$1.69K ﹤0.01%
+28
485
$1.62K ﹤0.01%
78
486
$1.61K ﹤0.01%
155
487
$1.61K ﹤0.01%
+2
488
$1.61K ﹤0.01%
+11
489
$1.59K ﹤0.01%
+17
490
$1.57K ﹤0.01%
+12
491
$1.57K ﹤0.01%
+5
492
$1.56K ﹤0.01%
+15
493
$1.51K ﹤0.01%
33
+1
494
$1.49K ﹤0.01%
55
495
$1.48K ﹤0.01%
+25
496
$1.47K ﹤0.01%
56
497
$1.47K ﹤0.01%
+42
498
$1.44K ﹤0.01%
108
499
$1.4K ﹤0.01%
+12
500
$1.35K ﹤0.01%
22
18 19
20
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