BHWM

Beaird Harris Wealth Management Portfolio holdings

AUM $1.29B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
+11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$32.4M
3
+$29.2M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$20.3M
5
ET icon
Energy Transfer Partners
ET
+$11.3M

Top Sells

No sells this quarter

Sector Composition

1 Energy 5.7%
2 Technology 5.47%
3 Industrials 2.47%
4 Materials 2.11%
5 Healthcare 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$3K ﹤0.01%
+174
527
$3K ﹤0.01%
+38
528
$3K ﹤0.01%
+30
529
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530
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+33
531
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+55
532
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+38
533
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+86
534
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+241
535
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+100
536
$3K ﹤0.01%
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537
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538
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539
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+296
540
$3K ﹤0.01%
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541
$3K ﹤0.01%
+250
542
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+47
543
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+162
544
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+43
545
$3K ﹤0.01%
+114
546
$3K ﹤0.01%
+30
547
$3K ﹤0.01%
+166
548
$3K ﹤0.01%
+68
549
$3K ﹤0.01%
+80
550
$3K ﹤0.01%
+45
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