BHWM

Beaird Harris Wealth Management Portfolio holdings

AUM $1.41B
1-Year Est. Return 11.71%
This Quarter Est. Return
1 Year Est. Return
+11.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
+$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$20.9M
3
+$9.86M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.57M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$6.32M

Top Sells

1
+$20.6M
2
+$11.6M
3
+$8.87M
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$5.04M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$4.51M

Sector Composition

1 Energy 3.15%
2 Technology 1.35%
3 Industrials 0.54%
4 Materials 0.42%
5 Consumer Discretionary 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2.06K ﹤0.01%
+50
527
$2.06K ﹤0.01%
57
+17
528
$2.03K ﹤0.01%
29
+1
529
$2.01K ﹤0.01%
+416
530
$2K ﹤0.01%
+683
531
$1.97K ﹤0.01%
19
532
$1.95K ﹤0.01%
54
533
$1.93K ﹤0.01%
+375
534
$1.91K ﹤0.01%
43
535
$1.9K ﹤0.01%
88
536
$1.9K ﹤0.01%
8
537
$1.88K ﹤0.01%
100
538
$1.83K ﹤0.01%
40
539
$1.81K ﹤0.01%
155
540
$1.81K ﹤0.01%
38
541
$1.79K ﹤0.01%
+18
542
$1.78K ﹤0.01%
600
543
$1.76K ﹤0.01%
298
544
$1.76K ﹤0.01%
10
-30
545
$1.76K ﹤0.01%
15
546
$1.74K ﹤0.01%
16
547
$1.73K ﹤0.01%
+14
548
$1.72K ﹤0.01%
12
+11
549
$1.71K ﹤0.01%
31
-2
550
$1.67K ﹤0.01%
42
20 21
22
23 24