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
$535M
AUM Growth
+$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
796
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$4.65M
3
+$3.27M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.43M

Top Sells

1
+$9M
2
+$2.12M
3
+$1.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.07M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$779K

Sector Composition

1 Energy 4.21%
2 Technology 1.46%
3 Industrials 0.85%
4 Healthcare 0.77%
5 Materials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$3.15K ﹤0.01%
+36
502
$3.13K ﹤0.01%
+22
503
$3.09K ﹤0.01%
+13
504
$3.08K ﹤0.01%
66
505
$3.07K ﹤0.01%
50
506
$3.06K ﹤0.01%
1,120
-1,127
507
$3.04K ﹤0.01%
+17
508
$3.03K ﹤0.01%
+29
509
$3.02K ﹤0.01%
+92
510
$3.01K ﹤0.01%
+44
511
$3K ﹤0.01%
+24
512
$2.99K ﹤0.01%
+5
513
$2.97K ﹤0.01%
+92
514
$2.97K ﹤0.01%
+9
515
$2.91K ﹤0.01%
+74
516
$2.9K ﹤0.01%
+16
517
$2.87K ﹤0.01%
+73
518
$2.83K ﹤0.01%
+26
519
$2.83K ﹤0.01%
+12
520
$2.81K ﹤0.01%
+7
521
$2.8K ﹤0.01%
+19
522
$2.79K ﹤0.01%
+72
523
$2.76K ﹤0.01%
+124
524
$2.76K ﹤0.01%
+39
525
$2.74K ﹤0.01%
90
-10
19 20
21
22 23