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
$1.29B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1 +$6.43M
2 +$5.44M
3 +$5.01M
4
AVLC icon
Avantis US Large Cap Equity ETF
AVLC
+$4.66M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.02M

Sector Composition

1 Technology 1.71%
2 Consumer Discretionary 1.28%
3 Energy 0.49%
4 Financials 0.41%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TMUS icon
476
T-Mobile US
TMUS
$242B
$2.38K ﹤0.01%
+10
KD icon
477
Kyndryl
KD
$5.85B
$2.35K ﹤0.01%
56
SHOP icon
478
Shopify
SHOP
$192B
$2.35K ﹤0.01%
+20
CFG icon
479
Citizens Financial Group
CFG
$22.2B
$2.33K ﹤0.01%
+52
HBAN icon
480
Huntington Bancshares
HBAN
$24.6B
$2.31K ﹤0.01%
138
MRVL icon
481
Marvell Technology
MRVL
$75.1B
$2.17K ﹤0.01%
28
ENSG icon
482
The Ensign Group
ENSG
$10.4B
$2.16K ﹤0.01%
14
EQH icon
483
Equitable Holdings
EQH
$12.8B
$2.08K ﹤0.01%
37
SNPS icon
484
Synopsys
SNPS
$72.4B
$2.05K ﹤0.01%
4
NCLH icon
485
Norwegian Cruise Line
NCLH
$8.35B
$2.03K ﹤0.01%
100
WELL icon
486
Welltower
WELL
$133B
$2K ﹤0.01%
+13
SYK icon
487
Stryker
SYK
$140B
$1.98K ﹤0.01%
5
+3
ITW icon
488
Illinois Tool Works
ITW
$70.7B
$1.98K ﹤0.01%
8
FCNCA icon
489
First Citizens BancShares
FCNCA
$22.7B
$1.96K ﹤0.01%
1
GME icon
490
GameStop
GME
$9.31B
$1.95K ﹤0.01%
80
D icon
491
Dominion Energy
D
$52B
$1.92K ﹤0.01%
+34
CONY icon
492
YieldMax COIN Option Income Strategy ETF
CONY
$1.05B
$1.92K ﹤0.01%
210
ROST icon
493
Ross Stores
ROST
$52.4B
$1.91K ﹤0.01%
+15
MEDP icon
494
Medpace
MEDP
$16.8B
$1.88K ﹤0.01%
6
CVNA icon
495
Carvana
CVNA
$45.8B
$1.87K ﹤0.01%
+6
BTI icon
496
British American Tobacco
BTI
$117B
$1.84K ﹤0.01%
+39
FICO icon
497
Fair Isaac
FICO
$41.5B
$1.83K ﹤0.01%
1
HSBC icon
498
HSBC
HSBC
$250B
$1.82K ﹤0.01%
+30
LYG icon
499
Lloyds Banking Group
LYG
$71.1B
$1.82K ﹤0.01%
+427
NNDM
500
Nano Dimension
NNDM
$334M
$1.81K ﹤0.01%
1,115