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
$277M
AUM Growth
+$3.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$5.03M
3
+$4.31M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$4.1M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.37M

Top Sells

1
+$2.24M
2
+$2.14M
3
+$1.88M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.34M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.05M

Sector Composition

1 Energy 7.12%
2 Technology 4.09%
3 Industrials 1.49%
4 Materials 1.47%
5 Financials 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$3K ﹤0.01%
+50
502
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503
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504
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505
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506
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+12
507
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508
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38
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510
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511
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+491
512
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25
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516
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50
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68
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30
521
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522
522
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523
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+12
524
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50
525
$2K ﹤0.01%
11
-67
19 20
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22 23