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
$953M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13.8M
3
+$12.2M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$8.97M
5
SCMB icon
Schwab Municipal Bond ETF
SCMB
+$6.32M

Top Sells

1
+$12.9M
2
+$6.59M
3
+$6.22M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.18M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$711K

Sector Composition

1 Energy 2.79%
2 Technology 1.07%
3 Materials 0.56%
4 Industrials 0.45%
5 Healthcare 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1.34K ﹤0.01%
+18
502
$1.33K ﹤0.01%
+25
503
$1.29K ﹤0.01%
57
504
$1.28K ﹤0.01%
+37
505
$1.26K ﹤0.01%
+17
506
$1.23K ﹤0.01%
+37
507
$1.22K ﹤0.01%
+65
508
$1.19K ﹤0.01%
+8
509
$1.18K ﹤0.01%
+26
510
$1.18K ﹤0.01%
41
511
$1.16K ﹤0.01%
28
512
$1.16K ﹤0.01%
7
513
$1.16K ﹤0.01%
+7
514
$1.15K ﹤0.01%
+40
515
$1.08K ﹤0.01%
566
516
$1.03K ﹤0.01%
152
517
$1.03K ﹤0.01%
210
518
$998 ﹤0.01%
+2
519
$976 ﹤0.01%
+4
520
$974 ﹤0.01%
+8
521
$956 ﹤0.01%
+6
522
$955 ﹤0.01%
+2
523
$939 ﹤0.01%
+109
524
$937 ﹤0.01%
+38
525
$927 ﹤0.01%
50
19 20
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