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
76
$142K 0.04%
1,340
-1,360
77
$138K 0.04%
1,090
+195
78
$137K 0.04%
609
-139
79
$137K 0.04%
2,356
80
$134K 0.04%
12,045
+142
81
$132K 0.04%
1,902
-900
82
$131K 0.04%
1,360
-295
83
$125K 0.03%
5,616
-10,383
84
$122K 0.03%
1,496
85
$120K 0.03%
1,100
-980
86
$120K 0.03%
4,434
-61
87
$119K 0.03%
1,166
-125
88
$112K 0.03%
1,700
-182
89
$110K 0.03%
1,966
90
$108K 0.03%
624
+1
91
$106K 0.03%
1,393
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92
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472
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93
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350
94
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310
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95
$100K 0.03%
2,919
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96
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2,605
97
$99K 0.03%
4,631
98
$98K 0.03%
5,000
99
$98K 0.03%
4,004
-34
100
$96K 0.03%
1,035
2 3
4
5 6