BHWM
Beaird Harris Wealth Management Portfolio holdings
AUM
$1.41B
1-Year Est. Return
11.71%
1 Year Est. Return
+11.71%
AUM
$1.29B
AUM Growth
+$116M
(+9.8%)
Holding
641
Top Buys
| 1 | +$6.43M | |
| 2 | +$5.44M | |
| 3 | +$5.01M | |
| 4 |
Avantis US Large Cap Equity ETF
AVLC
|
+$4.66M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$4.02M |
Top Sells
| 1 | +$2.6M | |
| 2 | +$1.01M | |
| 3 | +$602K | |
| 4 |
Blackstone Mortgage Trust
BXMT
|
+$480K |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$465K |
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 | |
|---|---|---|---|---|---|---|
626
Meta Platforms (Facebook)
META
$1.54T
| – | – |
-88
|
|
||
627
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.05B
| – | – |
-290
|
|
||
628
Reborn Coffee
REBN
$8.83M
| – | – |
-1,000
|
|
||
629
Regeneron Pharmaceuticals
REGN
$73B
| – | – |
-5
|
|
||
630
Saic
SAIC
$4.12B
| – | – |
-39
|
|
||
631
Direxion Daily TSLA Bull 2X Shares
TSLL
$6.4B
| – | – |
-2,650
|
|
||
632
Textron
TXT
$14.4B
| – | – |
-2,195
|
|
||
633
UDR
UDR
$11.4B
| – | – |
-612
|
|
||
634
WPP
WPP
$4B
| – | – |
-40
|
|
||
|
WW
635
DELISTED
WW International
WW
| – | – |
-4
|
|
||
|
MRP
636
Millrose Properties Inc
MRP
$5.19B
| – | – |
-4
|
|
||
|
SNWV
637
SANUWAVE Health Inc
SNWV
$288M
| – | – |
-13
|
|