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
101
$338K 0.03%
4,030
+13
102
$317K 0.03%
5,374
+19
103
$314K 0.03%
1,355
104
$307K 0.03%
2,963
105
$298K 0.03%
24,289
+532
106
$292K 0.02%
5,000
107
$291K 0.02%
1,752
+73
108
$287K 0.02%
426
109
$284K 0.02%
4,778
+211
110
$280K 0.02%
2,906
111
$270K 0.02%
728
112
$269K 0.02%
2,428
-11
113
$267K 0.02%
9,500
114
$262K 0.02%
3,323
-504
115
$262K 0.02%
1,054
-150
116
$258K 0.02%
1,369
-133
117
$254K 0.02%
442
+38
118
$230K 0.02%
750
+158
119
$228K 0.02%
2,747
120
$209K 0.02%
20,841
-6,577
121
$202K 0.02%
4,063
122
$192K 0.02%
583
123
$191K 0.02%
1,740
+3
124
$189K 0.02%
2,356
125
$188K 0.02%
570
3 4
5
6 7