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
476
$1.08K ﹤0.01%
2
-1
477
$1.06K ﹤0.01%
6
478
$983 ﹤0.01%
7
479
$972 ﹤0.01%
24
480
$924 ﹤0.01%
50
-282
481
$922 ﹤0.01%
29
482
$900 ﹤0.01%
21
483
$869 ﹤0.01%
6
-1
484
$844 ﹤0.01%
566
485
$795 ﹤0.01%
23
-15
486
$747 ﹤0.01%
18
487
$743 ﹤0.01%
90
-4,114
488
$723 ﹤0.01%
2
-36
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$675 ﹤0.01%
5
490
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16
491
$447 ﹤0.01%
5
-31
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$373 ﹤0.01%
79
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$344 ﹤0.01%
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494
$273 ﹤0.01%
80
495
$240 ﹤0.01%
100
496
$235 ﹤0.01%
37
-58
497
$129 ﹤0.01%
35
498
$96 ﹤0.01%
5
-54
499
$65 ﹤0.01%
6
500
$61 ﹤0.01%
50
18 19
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