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
$1.16B
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$7.01M
2
+$4.76M
3
+$3.89M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.81M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.69M

Top Sells

1
+$4.37M
2
+$4.08M
3
+$1.63M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.39M
5
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$1.23M

Sector Composition

1 Technology 1.74%
2 Consumer Discretionary 1.22%
3 Energy 0.72%
4 Healthcare 0.27%
5 Materials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$214K 0.02%
1,278
+96
127
$211K 0.02%
583
+54
128
$197K 0.02%
7,610
129
$196K 0.02%
4,063
-16,269
130
$194K 0.02%
2,356
131
$191K 0.02%
592
-61
132
$184K 0.02%
1,674
133
$171K 0.01%
693
134
$168K 0.01%
2,195
135
$164K 0.01%
1,619
+824
136
$159K 0.01%
684
-4,864
137
$157K 0.01%
570
-13
138
$155K 0.01%
3,259
139
$154K 0.01%
1,590
+751
140
$153K 0.01%
360
141
$151K 0.01%
2,418
+9
142
$149K 0.01%
2,594
143
$149K 0.01%
3,014
144
$148K 0.01%
975
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145
$137K 0.01%
2,977
146
$133K 0.01%
1,459
+230
147
$132K 0.01%
1,022
+497
148
$131K 0.01%
569
149
$129K 0.01%
4,852
+1,100
150
$127K 0.01%
1,050
-12
4 5
6
7 8