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
$953M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13.8M
3
+$12.2M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$8.97M
5
SCMB icon
Schwab Municipal Bond ETF
SCMB
+$6.32M

Top Sells

1
+$12.9M
2
+$6.59M
3
+$6.22M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.18M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$711K

Sector Composition

1 Energy 2.79%
2 Technology 1.07%
3 Materials 0.56%
4 Industrials 0.45%
5 Healthcare 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$89.5K 0.01%
1,706
+564
152
$88.6K 0.01%
1,121
153
$86.9K 0.01%
165
+65
154
$85.8K 0.01%
939
155
$84.8K 0.01%
9,675
156
$80.7K 0.01%
2,281
+541
157
$79.3K 0.01%
3,038
-14
158
$78.2K 0.01%
1,288
+32
159
$77K 0.01%
1,467
+63
160
$76.5K 0.01%
494
161
$75.7K 0.01%
688
+37
162
$74.7K 0.01%
1,753
163
$74.6K 0.01%
456
-12
164
$73K 0.01%
314
165
$71.8K 0.01%
1,120
166
$71.5K 0.01%
455
+10
167
$70.2K 0.01%
562
168
$68.5K 0.01%
1,179
169
$67.9K 0.01%
2,809
170
$67.5K 0.01%
1,196
+13
171
$66.2K 0.01%
275
+6
172
$65.8K 0.01%
640
173
$62.8K 0.01%
2,725
174
$61.8K 0.01%
237
-91
175
$59.7K 0.01%
964
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7
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