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
$1.14B
AUM Growth
+$82.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$6.52M
3
+$6.22M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$5.6M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$5.09M

Top Sells

1
+$22M
2
+$3.67M
3
+$2.48M
4
SHW icon
Sherwin-Williams
SHW
+$1.94M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.73M

Sector Composition

1 Technology 1.42%
2 Consumer Discretionary 0.86%
3 Energy 0.66%
4 Healthcare 0.32%
5 Materials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.9M 0.17%
17,412
-768
52
$1.86M 0.16%
+36,362
53
$1.81M 0.16%
52,838
-853
54
$1.33M 0.12%
22,493
-602
55
$1.33M 0.12%
+26,281
56
$1.25M 0.11%
5,548
+4,139
57
$1.23M 0.11%
+15,824
58
$1.19M 0.1%
17,175
-969
59
$1.16M 0.1%
31,085
+29,392
60
$1.15M 0.1%
56,668
+2,181
61
$1.09M 0.1%
+21,655
62
$1.09M 0.1%
5,700
+5,510
63
$1.06M 0.09%
101,636
+8,064
64
$936K 0.08%
4,533
-870
65
$921K 0.08%
20,332
+16,269
66
$911K 0.08%
3,452
+3,138
67
$897K 0.08%
40,599
68
$823K 0.07%
9,831
+944
69
$782K 0.07%
4,640
+790
70
$764K 0.07%
37,138
-2,052
71
$758K 0.07%
2,020
-56
72
$752K 0.07%
4,038
-1,471
73
$707K 0.06%
1,745
-49
74
$700K 0.06%
14,624
+4,524
75
$638K 0.06%
7,624
-24
1 2
3
4 5