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
76
$631K 0.06%
5,859
+79
77
$623K 0.05%
+8,762
78
$617K 0.05%
4,191
-1,263
79
$601K 0.05%
26,574
+150
80
$572K 0.05%
+6,329
81
$557K 0.05%
+5,950
82
$544K 0.05%
10,779
-5,432
83
$541K 0.05%
+3,992
84
$539K 0.05%
2,732
+675
85
$535K 0.05%
2,672
+2,639
86
$525K 0.05%
12,356
-40
87
$522K 0.05%
8,534
+8,495
88
$516K 0.05%
3,075
+3,071
89
$499K 0.04%
2,871
+1,328
90
$499K 0.04%
2,051
+416
91
$489K 0.04%
9,791
92
$485K 0.04%
547
-7
93
$477K 0.04%
1,350
94
$458K 0.04%
2,763
+366
95
$454K 0.04%
6,700
-188
96
$430K 0.04%
8,172
+8
97
$418K 0.04%
5,000
98
$408K 0.04%
2,688
-60
99
$405K 0.04%
2,501
-271
100
$390K 0.03%
799
-60
2 3
4
5 6