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
$535M
AUM Growth
+$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
796
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$4.65M
3
+$3.27M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.43M

Top Sells

1
+$9M
2
+$2.12M
3
+$1.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.07M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$779K

Sector Composition

1 Energy 4.21%
2 Technology 1.46%
3 Industrials 0.85%
4 Healthcare 0.77%
5 Materials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2.73K ﹤0.01%
+100
527
$2.71K ﹤0.01%
+117
528
$2.68K ﹤0.01%
+148
529
$2.66K ﹤0.01%
+39
530
$2.64K ﹤0.01%
+27
531
$2.64K ﹤0.01%
+83
532
$2.6K ﹤0.01%
174
533
$2.56K ﹤0.01%
1,115
-2,515
534
$2.55K ﹤0.01%
68
535
$2.54K ﹤0.01%
48
+1
536
$2.53K ﹤0.01%
+19
537
$2.5K ﹤0.01%
250
538
$2.47K ﹤0.01%
55
539
$2.46K ﹤0.01%
60
540
$2.46K ﹤0.01%
383
-588
541
$2.45K ﹤0.01%
+27
542
$2.45K ﹤0.01%
+14
543
$2.45K ﹤0.01%
+50
544
$2.45K ﹤0.01%
+27
545
$2.44K ﹤0.01%
36
+31
546
$2.44K ﹤0.01%
+25
547
$2.43K ﹤0.01%
+57
548
$2.39K ﹤0.01%
+39
549
$2.39K ﹤0.01%
+28
550
$2.38K ﹤0.01%
+11
20 21
22
23 24