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
151
$125K 0.01%
+2,278
152
$124K 0.01%
460
153
$123K 0.01%
367
-294
154
$122K 0.01%
956
155
$121K 0.01%
1,851
156
$120K 0.01%
500
157
$119K 0.01%
8,422
158
$119K 0.01%
401
+119
159
$119K 0.01%
574
160
$117K 0.01%
2,210
+5
161
$117K 0.01%
224
162
$114K 0.01%
2,605
+830
163
$112K 0.01%
2,145
+1,525
164
$111K 0.01%
2,051
165
$111K 0.01%
384
+73
166
$111K 0.01%
108
167
$110K 0.01%
4,421
168
$107K 0.01%
2,605
169
$106K 0.01%
1,472
+280
170
$105K 0.01%
1,155
+3
171
$105K 0.01%
704
172
$103K 0.01%
2,219
173
$101K 0.01%
835
174
$100K 0.01%
1,429
175
$95.4K 0.01%
302
+52
5 6
7
8 9