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
$835M
AUM Growth
-$112K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1 +$8.09M
2 +$7.77M
3 +$5.25M
4
VTES icon
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
+$2.8M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.43M

Sector Composition

1 Energy 3.05%
2 Technology 0.97%
3 Materials 0.47%
4 Industrials 0.46%
5 Healthcare 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
0
502
0
503
-29
504
-21