BHWM

Beaird Harris Wealth Management Portfolio holdings

AUM $1.47B
1-Year Est. Return 15.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.47B
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
740
New
Increased
Reduced
Closed

Top Buys

1 +$11.1M
2 +$10.3M
3 +$6.86M
4
AVLC icon
Avantis US Large Cap Equity ETF
AVLC
+$6.68M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.11M

Sector Composition

1 Technology 1.51%
2 Consumer Discretionary 1.02%
3 Energy 0.46%
4 Financials 0.33%
5 Healthcare 0.23%