BHWM

Beaird Harris Wealth Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 14.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14B
AUM Growth
+$82.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$6.27M
3
+$5.57M
4
TSLA icon
Tesla
TSLA
+$5.42M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$5.03M

Top Sells

1
+$22M
2
+$3.55M
3
+$2.47M
4
SHW icon
Sherwin-Williams
SHW
+$1.77M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.65M

Sector Composition

1 Technology 1.42%
2 Consumer Discretionary 0.86%
3 Energy 0.66%
4 Healthcare 0.32%
5 Materials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$50 ﹤0.01%
3
502
$40 ﹤0.01%
+1
503
$38 ﹤0.01%
+1
504
$30 ﹤0.01%
+1
505
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0
506
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507
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508
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509
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-8
510
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511
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512
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513
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514
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-3,029
515
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516
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517
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518
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519
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520
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521
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522
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523
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-964
524
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525
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-92
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