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
626
$1.23K ﹤0.01%
+16
627
$1.23K ﹤0.01%
30
-15
628
$1.2K ﹤0.01%
8
629
$1.19K ﹤0.01%
42
630
$1.16K ﹤0.01%
+5
631
$1.12K ﹤0.01%
7
632
$1.11K ﹤0.01%
+5
633
$1.09K ﹤0.01%
98
-5
634
$1.05K ﹤0.01%
16
635
$1.04K ﹤0.01%
46
636
$1.02K ﹤0.01%
344
+1
637
$1.01K ﹤0.01%
+19
638
$996 ﹤0.01%
+6
639
$977 ﹤0.01%
41
-41
640
$913 ﹤0.01%
57
641
$908 ﹤0.01%
+14
642
$888 ﹤0.01%
8
643
$881 ﹤0.01%
12
644
$872 ﹤0.01%
25
645
$825 ﹤0.01%
18
646
$816 ﹤0.01%
66
+36
647
$814 ﹤0.01%
20
648
$800 ﹤0.01%
2
+1
649
$796 ﹤0.01%
26
650
$790 ﹤0.01%
10
24 25
26
27 28