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
626
$1K ﹤0.01%
+60
627
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+8
628
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+28
629
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630
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631
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633
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634
$1K ﹤0.01%
+1,000
635
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+1,000
636
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637
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638
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639
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640
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641
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+900
642
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+1,000
643
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+40
645
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+35
646
$1K ﹤0.01%
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647
$1K ﹤0.01%
+9
648
$0 ﹤0.01%
+75
649
$0 ﹤0.01%
+36
650
$0 ﹤0.01%
+7