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
101
$381K 0.03%
430
-82
102
$377K 0.03%
+3,150
103
$375K 0.03%
2,706
104
$367K 0.03%
+3,974
105
$345K 0.03%
4,278
+1,552
106
$338K 0.03%
1,604
-502
107
$328K 0.03%
14,903
-21,275
108
$324K 0.03%
5,635
+63
109
$322K 0.03%
+1,322
110
$314K 0.03%
+2,906
111
$304K 0.03%
3,002
+91
112
$301K 0.03%
2,439
113
$300K 0.03%
3,782
+33
114
$296K 0.03%
+23,203
115
$294K 0.03%
2,845
116
$293K 0.03%
9,500
117
$292K 0.03%
27,612
-5,922
118
$287K 0.03%
890
119
$285K 0.02%
1,501
-83
120
$281K 0.02%
1,355
121
$280K 0.02%
728
+78
122
$276K 0.02%
4,567
-17
123
$268K 0.02%
3,564
+175
124
$239K 0.02%
+10,928
125
$211K 0.02%
426
+420
3 4
5
6 7