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
551
$2.37K ﹤0.01%
+7
552
$2.35K ﹤0.01%
+48
553
$2.35K ﹤0.01%
52
554
$2.33K ﹤0.01%
+27
555
$2.32K ﹤0.01%
+60
556
$2.31K ﹤0.01%
+45
557
$2.3K ﹤0.01%
+51
558
$2.29K ﹤0.01%
+10
559
$2.27K ﹤0.01%
797
560
$2.27K ﹤0.01%
+16
561
$2.25K ﹤0.01%
+61
562
$2.25K ﹤0.01%
+92
563
$2.25K ﹤0.01%
+75
564
$2.24K ﹤0.01%
+88
565
$2.23K ﹤0.01%
+26
566
$2.21K ﹤0.01%
+53
567
$2.2K ﹤0.01%
+42
568
$2.2K ﹤0.01%
+45
569
$2.18K ﹤0.01%
8
570
$2.18K ﹤0.01%
+29
571
$2.17K ﹤0.01%
+23
572
$2.16K ﹤0.01%
+37
573
$2.14K ﹤0.01%
+16
574
$2.14K ﹤0.01%
+66
575
$2.13K ﹤0.01%
+35
21 22
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