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
$1.29B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$5.13M
3
+$4.92M
4
AVLC icon
Avantis US Large Cap Equity ETF
AVLC
+$4.3M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.72M

Top Sells

1
+$2.58M
2
+$999K
3
+$599K
4
BXMT icon
Blackstone Mortgage Trust
BXMT
+$480K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$462K

Sector Composition

1 Technology 1.71%
2 Consumer Discretionary 1.28%
3 Energy 0.49%
4 Financials 0.41%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1.8K ﹤0.01%
106
502
$1.76K ﹤0.01%
+19
503
$1.72K ﹤0.01%
52
504
$1.71K ﹤0.01%
+19
505
$1.69K ﹤0.01%
41
+20
506
$1.68K ﹤0.01%
+34
507
$1.68K ﹤0.01%
+7
508
$1.62K ﹤0.01%
+65
509
$1.62K ﹤0.01%
+107
510
$1.61K ﹤0.01%
15
511
$1.61K ﹤0.01%
+42
512
$1.59K ﹤0.01%
2
513
$1.59K ﹤0.01%
+3
514
$1.59K ﹤0.01%
+8
515
$1.56K ﹤0.01%
10
516
$1.53K ﹤0.01%
+9
517
$1.53K ﹤0.01%
85
518
$1.52K ﹤0.01%
20
519
$1.51K ﹤0.01%
41
520
$1.48K ﹤0.01%
+6
521
$1.48K ﹤0.01%
43
522
$1.46K ﹤0.01%
65
523
$1.45K ﹤0.01%
22
524
$1.45K ﹤0.01%
3
525
$1.45K ﹤0.01%
+15
19 20
21
22 23