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
$1.16B
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$7.01M
2
+$4.76M
3
+$3.89M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.81M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.69M

Top Sells

1
+$4.37M
2
+$4.08M
3
+$1.63M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.39M
5
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$1.23M

Sector Composition

1 Technology 1.74%
2 Consumer Discretionary 1.22%
3 Energy 0.72%
4 Healthcare 0.27%
5 Materials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$94.1K 0.01%
2,516
177
$93.8K 0.01%
1,821
178
$93.6K 0.01%
1,655
+1,228
179
$93.5K 0.01%
664
-209
180
$91.6K 0.01%
531
+228
181
$91.3K 0.01%
275
-8
182
$89.4K 0.01%
1,181
-32
183
$88.7K 0.01%
498
-121
184
$88.5K 0.01%
175
-112
185
$85K 0.01%
404
186
$84.9K 0.01%
440
187
$84.7K 0.01%
743
+9
188
$84.3K 0.01%
642
+525
189
$81.1K 0.01%
1,121
190
$81.1K 0.01%
2,512
191
$80.5K 0.01%
2,414
192
$79K 0.01%
1,124
+327
193
$78.9K 0.01%
2,970
194
$78.3K 0.01%
692
195
$76.8K 0.01%
772
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196
$73.7K 0.01%
1,864
+459
197
$72.2K 0.01%
598
198
$72.2K 0.01%
1,220
-611
199
$72.2K 0.01%
3,013
+1,946
200
$71.7K 0.01%
596
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6 7
8
9 10