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
$1.06B
AUM Growth
+$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$20.9M
3
+$9.86M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.57M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$6.32M

Top Sells

1
+$20.6M
2
+$11.6M
3
+$8.87M
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$5.04M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$4.51M

Sector Composition

1 Energy 3.15%
2 Technology 1.35%
3 Industrials 0.54%
4 Materials 0.42%
5 Consumer Discretionary 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$88.3K 0.01%
1,121
177
$81.4K 0.01%
839
-19
178
$81.2K 0.01%
+2,414
179
$80.5K 0.01%
2,809
180
$80.2K 0.01%
785
-154
181
$79.9K 0.01%
2,970
-122
182
$79K 0.01%
434
+222
183
$76.9K 0.01%
495
+1
184
$76K 0.01%
314
185
$73.1K 0.01%
2,026
+250
186
$72.9K 0.01%
647
187
$71.5K 0.01%
562
188
$70.6K 0.01%
1,776
+119
189
$70.3K 0.01%
14,623
+9,950
190
$70.2K 0.01%
1,179
191
$67K 0.01%
9,675
192
$66.9K 0.01%
+125
193
$66.4K 0.01%
253
+30
194
$66.1K 0.01%
930
195
$65.9K 0.01%
598
196
$65.1K 0.01%
128
-4
197
$65.1K 0.01%
96
+51
198
$64.2K 0.01%
2,846
+121
199
$63.5K 0.01%
1,096
-236
200
$63.2K 0.01%
273
-232
6 7
8
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