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
476
$1.07K ﹤0.01%
34
-1,905
477
$1.06K ﹤0.01%
25
478
$1.04K ﹤0.01%
+9
479
$1K ﹤0.01%
6
480
$976 ﹤0.01%
138
+74
481
$957 ﹤0.01%
2
482
$931 ﹤0.01%
17
483
$916 ﹤0.01%
+7
484
$824 ﹤0.01%
21
485
$745 ﹤0.01%
2
486
$736 ﹤0.01%
17
487
$715 ﹤0.01%
18
488
$700 ﹤0.01%
12
489
$638 ﹤0.01%
6
490
$592 ﹤0.01%
5
491
$554 ﹤0.01%
+107
492
$485 ﹤0.01%
16
493
$460 ﹤0.01%
+13
494
$404 ﹤0.01%
5
495
$241 ﹤0.01%
37
496
$173 ﹤0.01%
+167
497
$107 ﹤0.01%
+4
498
$99 ﹤0.01%
35
499
$49 ﹤0.01%
3
500
$30 ﹤0.01%
6
18 19
20
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