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
$1.14B
AUM Growth
+$82.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$6.52M
3
+$6.22M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$5.6M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$5.09M

Top Sells

1
+$22M
2
+$3.67M
3
+$2.48M
4
SHW icon
Sherwin-Williams
SHW
+$1.94M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.73M

Sector Composition

1 Technology 1.42%
2 Consumer Discretionary 0.86%
3 Energy 0.66%
4 Healthcare 0.32%
5 Materials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$102K 0.01%
2,516
177
$101K 0.01%
1,192
-1,256
178
$97.8K 0.01%
1,821
179
$97.7K 0.01%
1,560
+961
180
$97.4K 0.01%
1,831
+1,143
181
$96.5K 0.01%
734
-2,924
182
$96.1K 0.01%
404
-47
183
$95.9K 0.01%
1,121
184
$95.7K 0.01%
1,286
-99
185
$94.9K 0.01%
+2,100
186
$94.7K 0.01%
311
-315
187
$93.9K 0.01%
14,623
188
$93.8K 0.01%
283
189
$87.3K 0.01%
2,414
190
$86.7K 0.01%
2,512
+2,475
191
$86.5K 0.01%
148
+98
192
$86.3K 0.01%
2,970
193
$85K 0.01%
839
194
$81.5K 0.01%
671
+75
195
$81.3K 0.01%
440
-55
196
$81K 0.01%
704
+519
197
$80.1K 0.01%
1,000
+875
198
$79.7K 0.01%
2,205
-2,021
199
$78.9K 0.01%
692
-171
200
$76.3K 0.01%
282
+9
6 7
8
9 10