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
$363M
AUM Growth
+$86.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$46.2M
2
+$20.9M
3
+$14.8M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$14.8M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$11M

Top Sells

1
+$19.8M
2
+$2.58M
3
+$2.11M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.86M
5
SHW icon
Sherwin-Williams
SHW
+$1.3M

Sector Composition

1 Technology 1.61%
2 Energy 0.85%
3 Materials 0.51%
4 Healthcare 0.51%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$333K 0.09%
1,879
-737
52
$333K 0.09%
48,294
+2,275
53
$312K 0.09%
3,837
+3,712
54
$303K 0.08%
2,706
55
$293K 0.08%
3,419
-6,783
56
$289K 0.08%
3,846
-294
57
$287K 0.08%
5,471
-660
58
$265K 0.07%
1,826
-227
59
$261K 0.07%
2,509
60
$260K 0.07%
1,700
61
$233K 0.06%
849
62
$227K 0.06%
4,805
63
$226K 0.06%
2,307
+361
64
$224K 0.06%
2,800
65
$222K 0.06%
7,063
-200
66
$215K 0.06%
883
67
$203K 0.06%
1,323
-1,252
68
$191K 0.05%
2,998
69
$180K 0.05%
1,597
+236
70
$168K 0.05%
4,501
+1,093
71
$168K 0.05%
807
-153
72
$161K 0.04%
2,025
+903
73
$147K 0.04%
523
+333
74
$145K 0.04%
1,616
-6,075
75
$144K 0.04%
1,802
+377
1 2
3
4 5