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
$274M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$32.4M
3
+$29.2M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$20.3M
5
ET icon
Energy Transfer Partners
ET
+$11.3M

Top Sells

No sells this quarter

Sector Composition

1 Energy 5.7%
2 Technology 5.47%
3 Industrials 2.47%
4 Materials 2.11%
5 Healthcare 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$2K ﹤0.01%
+76
577
$2K ﹤0.01%
+106
578
$2K ﹤0.01%
+100
579
$2K ﹤0.01%
+52
580
$2K ﹤0.01%
+100
581
$2K ﹤0.01%
+1,084
582
$2K ﹤0.01%
+352
583
$2K ﹤0.01%
+250
584
$2K ﹤0.01%
+72
585
$2K ﹤0.01%
+104
586
$1K ﹤0.01%
+9
587
$1K ﹤0.01%
+26
588
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+5
589
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+7
590
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+26
591
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+14
592
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+29
593
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+7
594
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+8
595
$1K ﹤0.01%
+12
596
$1K ﹤0.01%
+13
597
$1K ﹤0.01%
+210
598
$1K ﹤0.01%
+44
599
$1K ﹤0.01%
+6
600
$1K ﹤0.01%
+15
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