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
$363M
AUM Growth
+$86.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$46.2M
2
+$20.9M
3
+$14.8M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$14.8M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$11M

Top Sells

1
+$19.8M
2
+$2.58M
3
+$2.11M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.86M
5
SHW icon
Sherwin-Williams
SHW
+$1.3M

Sector Composition

1 Technology 1.61%
2 Energy 0.85%
3 Materials 0.51%
4 Healthcare 0.51%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$30K 0.01%
209
177
$29K 0.01%
312
-182
178
$29K 0.01%
922
179
$29K 0.01%
253
180
$28K 0.01%
1,870
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203
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182
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165
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183
$26K 0.01%
527
184
$26K 0.01%
533
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185
$25K 0.01%
710
186
$24K 0.01%
530
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187
$24K 0.01%
201
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188
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189
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$24K 0.01%
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191
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+500
192
$23K 0.01%
270
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193
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194
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195
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196
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274
197
$22K 0.01%
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198
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199
$22K 0.01%
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200
$22K 0.01%
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