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
$277M
AUM Growth
+$3.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$6.24M
2
+$4.96M
3
+$4.46M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$4.12M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.29M

Top Sells

1
+$2.24M
2
+$2.14M
3
+$1.85M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.34M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.03M

Sector Composition

1 Energy 7.12%
2 Technology 4.1%
3 Industrials 1.49%
4 Materials 1.47%
5 Financials 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
– –
0
527
$2K ﹤0.01%
+12
528
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67
-24
529
$2K ﹤0.01%
+156
530
$2K ﹤0.01%
82
531
$2K ﹤0.01%
276
532
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40
533
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100
-268
534
$2K ﹤0.01%
282
535
$2K ﹤0.01%
76
536
$2K ﹤0.01%
+17
537
$2K ﹤0.01%
106
538
$2K ﹤0.01%
60
539
$2K ﹤0.01%
47
-1,523
540
$2K ﹤0.01%
352
541
$2K ﹤0.01%
+1,269
542
$2K ﹤0.01%
250
543
$2K ﹤0.01%
+42
544
$2K ﹤0.01%
+1,953
545
$2K ﹤0.01%
241
546
$2K ﹤0.01%
+60
547
$1K ﹤0.01%
19
-1,600
548
$1K ﹤0.01%
26
549
$1K ﹤0.01%
57
-48
550
$1K ﹤0.01%
29
20 21
22
23 24