BHWM
Beaird Harris Wealth Management Portfolio holdings
AUM
$1.29B
1-Year Return
11.44%
This Quarter Return
-0.54%
1 Year Return
+11.44%
3 Year Return
+31.51%
5 Year Return
–
10 Year Return
–
AUM
$1.06B
AUM Growth
+$36.5M
(+3.6%)
Cap. Flow
+$44.8M
Cap. Flow
% of AUM
4.22%
Top 10 Holdings %
Top 10 Hldgs %
54.87%
Holding
805
New
156
Increased
158
Reduced
124
Closed
88
Top Buys
| 1 |
Dimensional US High Profitability ETF
DUHP
|
$34M |
| 2 |
Avantis US Large Cap Equity ETF
AVLC
|
$20.9M |
| 3 |
Avantis US Large Cap Value ETF
AVLV
|
$9.86M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$9.57M |
| 5 |
Dimensional Core Fixed Income ETF
DFCF
|
$6.32M |
Top Sells
Sector Composition
| 1 | Energy | 3.15% |
| 2 | Technology | 1.35% |
| 3 | Industrials | 0.54% |
| 4 | Materials | 0.42% |
| 5 | Consumer Discretionary | 0.36% |
