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
$363M
AUM Growth
+$86.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$46.2M
2
+$20.9M
3
+$14.8M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$14.8M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$11M

Top Sells

1
+$19.8M
2
+$2.58M
3
+$2.11M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.86M
5
SHW icon
Sherwin-Williams
SHW
+$1.3M

Sector Composition

1 Technology 1.61%
2 Energy 0.85%
3 Materials 0.51%
4 Healthcare 0.51%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$61K 0.02%
2,931
-505
127
$60K 0.02%
734
-2,926
128
$56K 0.02%
6,741
129
$56K 0.02%
1,120
130
$55K 0.02%
3,984
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131
$54K 0.01%
430
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132
$54K 0.01%
2,809
133
$54K 0.01%
2,790
134
$52K 0.01%
480
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135
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1,172
-1,000
136
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100
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137
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610
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138
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1,158
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139
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599
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140
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2,170
141
$46K 0.01%
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142
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143
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144
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340
145
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146
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147
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711
148
$42K 0.01%
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149
$41K 0.01%
408
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150
$39K 0.01%
744
-81
4 5
6
7 8