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
$1.18B
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$8.34M
2
+$5.91M
3
+$4.01M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.99M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$3.83M

Top Sells

1
+$2.16M
2
+$1.59M
3
+$1.45M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.14M
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$1.05M

Sector Composition

1 Technology 1.47%
2 Consumer Discretionary 0.86%
3 Energy 0.59%
4 Healthcare 0.28%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$89.5K 0.01%
524
+26
177
$86.2K 0.01%
642
178
$86.1K 0.01%
1,199
+75
179
$86.1K 0.01%
2,414
180
$84.2K 0.01%
2,890
-80
181
$81.5K 0.01%
610
-54
182
$81.4K 0.01%
86
-22
183
$80.3K 0.01%
1,487
-658
184
$80.2K 0.01%
2,610
+1,865
185
$78.9K 0.01%
449
+9
186
$78.7K 0.01%
1,121
187
$77.9K 0.01%
+4,522
188
$77.8K 0.01%
587
189
$75K 0.01%
1,181
190
$74.8K 0.01%
275
191
$74.4K 0.01%
2,250
192
$74.2K 0.01%
531
193
$74.2K 0.01%
609
+11
194
$73.9K 0.01%
2,512
195
$72.4K 0.01%
+1,000
196
$70.9K 0.01%
760
+150
197
$70.3K 0.01%
150
-544
198
$67.5K 0.01%
5,425
+95
199
$66.8K 0.01%
650
-400
200
$66.7K 0.01%
638
+158
6 7
8
9 10