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
$363M
AUM Growth
+$86.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$46.2M
2
+$20.9M
3
+$14.8M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$14.8M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$11M

Top Sells

1
+$19.8M
2
+$2.58M
3
+$2.11M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.86M
5
SHW icon
Sherwin-Williams
SHW
+$1.3M

Sector Composition

1 Technology 1.61%
2 Energy 0.85%
3 Materials 0.51%
4 Healthcare 0.51%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$21K 0.01%
+625
202
$21K 0.01%
33
203
$21K 0.01%
828
-45
204
$21K 0.01%
148
+95
205
$20K 0.01%
102
-439
206
$20K 0.01%
1,313
+359
207
$19K 0.01%
673
208
$19K 0.01%
381
209
$19K 0.01%
+858
210
$19K 0.01%
+843
211
$19K 0.01%
+46
212
$19K 0.01%
138
213
$19K 0.01%
400
214
$19K 0.01%
242
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215
$19K 0.01%
791
216
$18K 0.01%
+200
217
$17K ﹤0.01%
316
-52
218
$17K ﹤0.01%
187
+69
219
$17K ﹤0.01%
473
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220
$17K ﹤0.01%
884
+260
221
$16K ﹤0.01%
123
222
$15K ﹤0.01%
1,341
+1,068
223
$15K ﹤0.01%
+265
224
$14K ﹤0.01%
86
-351
225
$14K ﹤0.01%
249
+1
7 8
9
10 11