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
76
$579K 0.05%
5,944
-24
77
$530K 0.05%
561
78
$528K 0.04%
+6,284
79
$520K 0.04%
3,240
+147
80
$508K 0.04%
10,191
81
$506K 0.04%
7,761
-3,018
82
$505K 0.04%
17,872
-9
83
$498K 0.04%
12,020
-336
84
$487K 0.04%
3,151
+95
85
$480K 0.04%
+24,023
86
$477K 0.04%
1,944
-109
87
$474K 0.04%
9,485
-15,696
88
$441K 0.04%
2,852
89
$429K 0.04%
8,187
+5
90
$421K 0.04%
6,633
91
$415K 0.04%
5,647
-1,280
92
$415K 0.04%
502
+7
93
$391K 0.03%
1,253
-33
94
$377K 0.03%
4,290
+12
95
$369K 0.03%
3,513
-1,904
96
$352K 0.03%
2,505
-160
97
$345K 0.03%
4,088
-25,637
98
$344K 0.03%
2,075
-403
99
$340K 0.03%
3,177
+10
100
$339K 0.03%
1,089
2 3
4
5 6