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
151
$147K 0.01%
3,259
+1,670
152
$144K 0.01%
1,851
-1
153
$141K 0.01%
830
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154
$140K 0.01%
2,977
155
$139K 0.01%
224
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156
$125K 0.01%
873
+2
157
$123K 0.01%
956
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158
$122K 0.01%
8,422
159
$121K 0.01%
460
160
$120K 0.01%
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161
$120K 0.01%
1,152
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162
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4,421
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163
$117K 0.01%
500
164
$116K 0.01%
574
165
$114K 0.01%
2,547
-4,399
166
$113K 0.01%
704
167
$112K 0.01%
1,429
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168
$111K 0.01%
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169
$109K 0.01%
2,051
170
$109K 0.01%
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171
$107K 0.01%
1,213
-1
172
$107K 0.01%
835
-1,000
173
$107K 0.01%
2,605
174
$103K 0.01%
2,219
175
$103K 0.01%
108
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7
8 9