BHWM

Beaird Harris Wealth Management Portfolio holdings

AUM $1.41B
1-Year Est. Return 11.71%
This Quarter Est. Return
1 Year Est. Return
+11.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.18B
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$8.34M
2
+$5.91M
3
+$4.01M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.99M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$3.83M

Top Sells

1
+$2.16M
2
+$1.59M
3
+$1.45M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.14M
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$1.05M

Sector Composition

1 Technology 1.47%
2 Consumer Discretionary 0.86%
3 Energy 0.59%
4 Healthcare 0.28%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.91M 0.16%
37,319
+286
52
$1.9M 0.16%
11,014
-66
53
$1.88M 0.16%
10,090
+85
54
$1.8M 0.15%
8,111
-6
55
$1.73M 0.15%
16,218
-647
56
$1.64M 0.14%
49,808
-2,500
57
$1.49M 0.13%
18,209
-329
58
$1.33M 0.11%
28,783
-229
59
$1.33M 0.11%
22,612
+6
60
$1.11M 0.09%
16,885
-466
61
$1.1M 0.09%
5,769
-22
62
$985K 0.08%
5,346
+9
63
$900K 0.08%
3,480
+15
64
$837K 0.07%
+20,100
65
$829K 0.07%
4,956
-193
66
$789K 0.07%
40,599
67
$743K 0.06%
37,546
-44
68
$735K 0.06%
4,089
+31
69
$732K 0.06%
2,539
+103
70
$693K 0.06%
1,890
+1
71
$654K 0.06%
1,811
-77
72
$653K 0.06%
7,985
+40
73
$635K 0.05%
3,029
-96
74
$626K 0.05%
13,823
-1,866
75
$590K 0.05%
26,728
+74
1 2
3
4 5