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
151
$119K 0.01%
+971
152
$118K 0.01%
460
153
$117K 0.01%
781
-194
154
$116K 0.01%
574
155
$116K 0.01%
4,421
156
$116K 0.01%
4,570
-282
157
$115K 0.01%
328
+26
158
$112K 0.01%
650
-54
159
$111K 0.01%
224
160
$110K 0.01%
2,638
+33
161
$109K 0.01%
2,051
162
$109K 0.01%
1,159
+4
163
$108K 0.01%
401
164
$104K 0.01%
1,472
165
$104K 0.01%
388
+21
166
$104K 0.01%
2,214
+4
167
$103K 0.01%
1,682
+27
168
$100K 0.01%
2,516
169
$100K 0.01%
489
-80
170
$97.2K 0.01%
2,219
171
$95.6K 0.01%
1,821
172
$94.6K 0.01%
596
173
$91.8K 0.01%
692
174
$91.7K 0.01%
175
175
$90.6K 0.01%
734
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5 6
7
8 9