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
$1.03B
AUM Growth
+$72.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1 +$9.83M
2 +$5.18M
3 +$3.19M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$2.37M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.21M

Sector Composition

1 Energy 2.98%
2 Technology 1.04%
3 Industrials 0.53%
4 Materials 0.49%
5 Consumer Discretionary 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$1.24K ﹤0.01%
66
527
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6
528
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2
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531
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+10
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533
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7
535
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536
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347
537
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541
$1.06K ﹤0.01%
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542
$996 ﹤0.01%
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$958 ﹤0.01%
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544
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10
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$931 ﹤0.01%
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546
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6
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549
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2
550
$902 ﹤0.01%
+13