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
$1.16B
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$7.01M
2
+$4.76M
3
+$3.89M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.81M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.69M

Top Sells

1
+$4.37M
2
+$4.08M
3
+$1.63M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.39M
5
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$1.23M

Sector Composition

1 Technology 1.74%
2 Consumer Discretionary 1.22%
3 Energy 0.72%
4 Healthcare 0.27%
5 Materials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$618K 0.05%
26,654
+80
77
$601K 0.05%
7,945
+321
78
$590K 0.05%
2,436
+385
79
$578K 0.05%
3,056
+293
80
$562K 0.05%
8,861
+99
81
$557K 0.05%
5,950
82
$555K 0.05%
3,125
+393
83
$537K 0.05%
5,417
+3,988
84
$514K 0.04%
561
+14
85
$506K 0.04%
10,191
+400
86
$501K 0.04%
12,356
87
$500K 0.04%
3,093
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88
$498K 0.04%
6,927
+3,363
89
$492K 0.04%
2,053
+449
90
$476K 0.04%
8,579
+45
91
$452K 0.04%
1,286
-64
92
$425K 0.04%
2,665
-23
93
$423K 0.04%
8,182
+10
94
$407K 0.04%
17,881
+2,978
95
$403K 0.03%
6,633
-67
96
$397K 0.03%
2,852
+146
97
$387K 0.03%
4,278
98
$382K 0.03%
495
+65
99
$375K 0.03%
4,017
+43
100
$368K 0.03%
3,167
+17
2 3
4
5 6