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
126
$186K 0.02%
4,094
-1,633
127
$185K 0.02%
1,674
128
$178K 0.02%
7,610
129
$178K 0.02%
3,014
130
$177K 0.02%
377
+17
131
$169K 0.01%
993
-285
132
$166K 0.01%
2,191
+762
133
$162K 0.01%
693
134
$160K 0.01%
+504
135
$159K 0.01%
3,402
+425
136
$159K 0.01%
2,195
137
$156K 0.01%
1,577
-13
138
$154K 0.01%
1,664
+45
139
$150K 0.01%
1,022
140
$149K 0.01%
3,259
141
$148K 0.01%
2,594
142
$144K 0.01%
1,471
+12
143
$136K 0.01%
1,318
-50
144
$135K 0.01%
511
+11
145
$132K 0.01%
1,798
-53
146
$131K 0.01%
+3,753
147
$125K 0.01%
1,743
-675
148
$123K 0.01%
956
149
$120K 0.01%
385
+1
150
$120K 0.01%
2,605
4 5
6
7 8