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
$1.29B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1 +$6.43M
2 +$5.44M
3 +$5.01M
4
AVLC icon
Avantis US Large Cap Equity ETF
AVLC
+$4.66M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.02M

Sector Composition

1 Technology 1.71%
2 Consumer Discretionary 1.28%
3 Energy 0.49%
4 Financials 0.41%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GDDY icon
526
GoDaddy
GDDY
$17.7B
$1.44K ﹤0.01%
+8
BKNG icon
527
Booking.com
BKNG
$164B
0
NWG icon
528
NatWest
NWG
$65B
$1.39K ﹤0.01%
+98
EQNR icon
529
Equinor
EQNR
$61.3B
$1.38K ﹤0.01%
55
FND icon
530
Floor & Decor
FND
$6.6B
$1.37K ﹤0.01%
18
MAR icon
531
Marriott International
MAR
$77.1B
$1.37K ﹤0.01%
+5
MFG icon
532
Mizuho Financial
MFG
$84.4B
$1.34K ﹤0.01%
+242
EBAY icon
533
eBay
EBAY
$38.2B
$1.34K ﹤0.01%
+18
WY icon
534
Weyerhaeuser
WY
$16.2B
$1.34K ﹤0.01%
52
-4
PNR icon
535
Pentair
PNR
$17.5B
$1.33K ﹤0.01%
+13
AME icon
536
Ametek
AME
$44.7B
$1.27K ﹤0.01%
7
RBLX icon
537
Roblox
RBLX
$71.1B
$1.26K ﹤0.01%
12
RUM icon
538
Rumble
RUM
$1.92B
$1.24K ﹤0.01%
138
TTD icon
539
Trade Desk
TTD
$20.7B
$1.22K ﹤0.01%
17
MT icon
540
ArcelorMittal
MT
$30.3B
$1.19K ﹤0.01%
+38
IBN icon
541
ICICI Bank
IBN
$111B
$1.14K ﹤0.01%
34
TXRH icon
542
Texas Roadhouse
TXRH
$11.1B
$1.13K ﹤0.01%
6
ERIC icon
543
Ericsson
ERIC
$32.8B
$1.12K ﹤0.01%
+132
K icon
544
Kellanova
K
$29B
$1.11K ﹤0.01%
+14
MLI icon
545
Mueller Industries
MLI
$11.9B
$1.11K ﹤0.01%
+14
OC icon
546
Owens Corning
OC
$8.44B
$1.1K ﹤0.01%
8
CLX icon
547
Clorox
CLX
$12.7B
$1.08K ﹤0.01%
+9
ECL icon
548
Ecolab
ECL
$74.2B
$1.08K ﹤0.01%
+4
RJF icon
549
Raymond James Financial
RJF
$31.9B
$1.07K ﹤0.01%
+7
FIS icon
550
Fidelity National Information Services
FIS
$34.3B
$1.06K ﹤0.01%
+13