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
$953M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13.8M
3
+$12.2M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$8.97M
5
SCMB icon
Schwab Municipal Bond ETF
SCMB
+$6.32M

Top Sells

1
+$12.9M
2
+$6.59M
3
+$6.22M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.18M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$711K

Sector Composition

1 Energy 2.79%
2 Technology 1.07%
3 Materials 0.56%
4 Industrials 0.45%
5 Healthcare 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$58.1K 0.01%
302
177
$55.4K 0.01%
2,250
178
$54.8K 0.01%
675
-86
179
$52.3K 0.01%
+2,030
180
$52.3K 0.01%
820
181
$52.2K 0.01%
1,033
+345
182
$52K 0.01%
646
183
$51.9K 0.01%
1,011
+3
184
$51.9K 0.01%
33
185
$51.4K 0.01%
475
+350
186
$51K 0.01%
930
187
$50.3K 0.01%
142
+39
188
$50.2K 0.01%
535
+24
189
$47.5K 0.01%
+363
190
$47.4K 0.01%
+500
191
$47.1K ﹤0.01%
+1,025
192
$46.2K ﹤0.01%
1,939
+34
193
$46.1K ﹤0.01%
4,051
+249
194
$45.3K ﹤0.01%
2,337
195
$45K ﹤0.01%
+72
196
$45K ﹤0.01%
498
+117
197
$43.9K ﹤0.01%
846
+2
198
$43.3K ﹤0.01%
2,675
199
$41.9K ﹤0.01%
299
+49
200
$41.8K ﹤0.01%
100
6 7
8
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