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

Top Buys

1
+$6.08M
2
+$5.13M
3
+$4.92M
4
AVLC icon
Avantis US Large Cap Equity ETF
AVLC
+$4.3M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.72M

Top Sells

1
+$2.58M
2
+$999K
3
+$599K
4
BXMT icon
Blackstone Mortgage Trust
BXMT
+$480K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$462K

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
551
$1.05K ﹤0.01%
9
-962
552
$1.03K ﹤0.01%
+35
553
$990 ﹤0.01%
+24
554
$984 ﹤0.01%
+5
555
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+3
556
$954 ﹤0.01%
+6
557
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+3
558
$942 ﹤0.01%
9
+4
559
$918 ﹤0.01%
+7
560
$908 ﹤0.01%
+8
561
$888 ﹤0.01%
+30
562
$885 ﹤0.01%
+23
563
$874 ﹤0.01%
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564
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$835 ﹤0.01%
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566
$830 ﹤0.01%
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567
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568
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569
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570
$799 ﹤0.01%
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571
$792 ﹤0.01%
+15
572
$788 ﹤0.01%
+8
573
$786 ﹤0.01%
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574
$778 ﹤0.01%
18
575
$777 ﹤0.01%
+6
21 22
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