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
$535M
AUM Growth
+$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
796
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$4.65M
3
+$3.27M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.43M

Top Sells

1
+$9M
2
+$2.12M
3
+$1.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.07M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$779K

Sector Composition

1 Energy 4.21%
2 Technology 1.46%
3 Industrials 0.85%
4 Healthcare 0.77%
5 Materials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$50.2K 0.01%
320
+51
177
$50.2K 0.01%
1,490
+86
178
$49.5K 0.01%
457
179
$48.9K 0.01%
690
+44
180
$48.8K 0.01%
+145
181
$48.6K 0.01%
100
+82
182
$46.1K 0.01%
647
+442
183
$46K 0.01%
724
+136
184
$46K 0.01%
156
+137
185
$45.2K 0.01%
185
+85
186
$44K 0.01%
513
+429
187
$43.3K 0.01%
1,240
188
$41.7K 0.01%
1,905
189
$39.9K 0.01%
1,204
+550
190
$39.6K 0.01%
+425
191
$39.6K 0.01%
408
192
$39.2K 0.01%
691
+41
193
$38.5K 0.01%
427
194
$37.7K 0.01%
3,980
+143
195
$37.4K 0.01%
116
+16
196
$36.4K 0.01%
502
-6
197
$35.4K 0.01%
336
-418
198
$35.4K 0.01%
294
+237
199
$34.5K 0.01%
149
+30
200
$34.3K 0.01%
396
6 7
8
9 10