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
$1.06B
AUM Growth
+$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$20.9M
3
+$9.86M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.57M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$6.32M

Top Sells

1
+$20.6M
2
+$11.6M
3
+$8.87M
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$5.04M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$4.51M

Sector Composition

1 Energy 3.15%
2 Technology 1.35%
3 Industrials 0.54%
4 Materials 0.42%
5 Consumer Discretionary 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2.51K ﹤0.01%
10
502
$2.48K ﹤0.01%
124
503
$2.48K ﹤0.01%
106
504
$2.47K ﹤0.01%
+6
505
$2.47K ﹤0.01%
24
506
$2.45K ﹤0.01%
1,115
507
$2.45K ﹤0.01%
50
508
$2.44K ﹤0.01%
+32
509
$2.44K ﹤0.01%
+301
510
$2.41K ﹤0.01%
240
511
$2.41K ﹤0.01%
11
+1
512
$2.4K ﹤0.01%
+48
513
$2.39K ﹤0.01%
+26
514
$2.31K ﹤0.01%
+39
515
$2.3K ﹤0.01%
853
516
$2.27K ﹤0.01%
200
517
$2.25K ﹤0.01%
+7
518
$2.23K ﹤0.01%
9
519
$2.22K ﹤0.01%
272
520
$2.21K ﹤0.01%
130
521
$2.17K ﹤0.01%
218
522
$2.14K ﹤0.01%
+79
523
$2.11K ﹤0.01%
46
524
$2.1K ﹤0.01%
+15
525
$2.06K ﹤0.01%
17
19 20
21
22 23