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
$1.16B
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$4.81M
3
+$3.96M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.83M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.78M

Top Sells

1
+$4.41M
2
+$4.1M
3
+$1.64M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.43M
5
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$1.23M

Sector Composition

1 Technology 1.74%
2 Consumer Discretionary 1.22%
3 Energy 0.72%
4 Healthcare 0.27%
5 Materials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
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