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
126
$209K 0.02%
2,379
+2,135
127
$207K 0.02%
937
-299
128
$207K 0.02%
529
-54
129
$205K 0.02%
653
+1
130
$205K 0.02%
1,182
-1,348
131
$202K 0.02%
583
-830
132
$196K 0.02%
7,610
133
$194K 0.02%
2,195
134
$190K 0.02%
1,735
-43
135
$188K 0.02%
693
-1
136
$185K 0.02%
1,674
+1,428
137
$183K 0.02%
2,356
138
$181K 0.02%
661
+623
139
$174K 0.02%
1,062
-497
140
$173K 0.02%
2,409
+880
141
$168K 0.01%
287
+159
142
$161K 0.01%
1,422
-111
143
$161K 0.01%
+6,612
144
$159K 0.01%
2,200
145
$158K 0.01%
569
-37
146
$154K 0.01%
2,594
147
$150K 0.01%
1,429
-6,185
148
$150K 0.01%
360
149
$150K 0.01%
3,014
150
$148K 0.01%
+5,102
4 5
6
7 8