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
$535M
AUM Growth
+$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
796
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$4.65M
3
+$3.27M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.43M

Top Sells

1
+$9M
2
+$2.12M
3
+$1.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.07M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$779K

Sector Composition

1 Energy 4.21%
2 Technology 1.46%
3 Industrials 0.85%
4 Healthcare 0.77%
5 Materials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$82.2K 0.02%
1,741
+491
152
$80.8K 0.02%
1,123
-75
153
$78.6K 0.01%
1,870
154
$76K 0.01%
2,809
155
$76K 0.01%
399
+71
156
$75.1K 0.01%
732
+82
157
$73.4K 0.01%
1,043
+16
158
$73.3K 0.01%
520
+14
159
$70.3K 0.01%
562
160
$68.1K 0.01%
1,429
+686
161
$67.9K 0.01%
+345
162
$67.6K 0.01%
964
163
$66.8K 0.01%
1,350
-73
164
$64.4K 0.01%
2,836
+1
165
$63.9K 0.01%
888
166
$63.7K 0.01%
470
+40
167
$62.5K 0.01%
1,511
-394
168
$62K 0.01%
819
-3,093
169
$60.8K 0.01%
408
+109
170
$60.4K 0.01%
2,225
-2,324
171
$57.3K 0.01%
720
+209
172
$53.5K 0.01%
1,120
173
$51.4K 0.01%
930
174
$50.8K 0.01%
838
+2
175
$50.7K 0.01%
2,406
+9
5 6
7
8 9