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
$535M
AUM Growth
+$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
796
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$4.65M
3
+$3.27M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.43M

Top Sells

1
+$9M
2
+$2.12M
3
+$1.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.07M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$779K

Sector Composition

1 Energy 4.21%
2 Technology 1.46%
3 Industrials 0.85%
4 Healthcare 0.77%
5 Materials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$34.3K 0.01%
876
202
$34.1K 0.01%
1,485
-1,500
203
$34.1K 0.01%
350
-62
204
$33.9K 0.01%
443
+201
205
$33.9K 0.01%
381
+144
206
$33.6K 0.01%
770
207
$33.6K 0.01%
+332
208
$33.3K 0.01%
260
+7
209
$32.9K 0.01%
2,000
210
$32.8K 0.01%
216
211
$32.5K 0.01%
245
+244
212
$32.2K 0.01%
550
213
$31.5K 0.01%
500
214
$30.8K 0.01%
255
215
$30.2K 0.01%
625
216
$29.7K 0.01%
+212
217
$29.5K 0.01%
+478
218
$29K 0.01%
+155
219
$28.5K 0.01%
281
220
$27.9K 0.01%
33
221
$27.9K 0.01%
307
222
$26.9K 0.01%
9,675
223
$26.6K 0.01%
190
224
$26.6K 0.01%
317
+125
225
$25.8K ﹤0.01%
845
7 8
9
10 11