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
576
$2.1K ﹤0.01%
82
577
$2.09K ﹤0.01%
+22
578
$2.09K ﹤0.01%
+12
579
$2.08K ﹤0.01%
+49
580
$2.03K ﹤0.01%
200
581
$2.02K ﹤0.01%
+120
582
$2.02K ﹤0.01%
+56
583
$2.02K ﹤0.01%
1,269
584
$2K ﹤0.01%
+8
585
$1.99K ﹤0.01%
200
586
$1.98K ﹤0.01%
+16
587
$1.97K ﹤0.01%
+24
588
$1.97K ﹤0.01%
+8
589
$1.96K ﹤0.01%
574
-774
590
$1.96K ﹤0.01%
522
591
$1.95K ﹤0.01%
+26
592
$1.94K ﹤0.01%
+12
593
$1.93K ﹤0.01%
+88
594
$1.91K ﹤0.01%
+19
595
$1.89K ﹤0.01%
65
-5
596
$1.85K ﹤0.01%
+70
597
$1.84K ﹤0.01%
68
598
$1.81K ﹤0.01%
22
599
$1.76K ﹤0.01%
+12
600
$1.74K ﹤0.01%
+25
22 23
24
25 26