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
$953M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13.8M
3
+$12.2M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$8.97M
5
SCMB icon
Schwab Municipal Bond ETF
SCMB
+$6.32M

Top Sells

1
+$12.9M
2
+$6.59M
3
+$6.22M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.18M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$711K

Sector Composition

1 Energy 2.79%
2 Technology 1.07%
3 Materials 0.56%
4 Industrials 0.45%
5 Healthcare 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$41.3K ﹤0.01%
550
202
$40.7K ﹤0.01%
427
203
$39.4K ﹤0.01%
468
+139
204
$38.9K ﹤0.01%
659
+9
205
$38K ﹤0.01%
1,358
-289
206
$37.6K ﹤0.01%
2,000
207
$37.2K ﹤0.01%
336
208
$35.6K ﹤0.01%
209
209
$34.6K ﹤0.01%
243
+22
210
$34.1K ﹤0.01%
+45
211
$34K ﹤0.01%
+690
212
$33.8K ﹤0.01%
258
+5
213
$33.3K ﹤0.01%
770
214
$33.2K ﹤0.01%
215
+15
215
$32.1K ﹤0.01%
66
+62
216
$32.1K ﹤0.01%
+68
217
$32.1K ﹤0.01%
1,209
+1,193
218
$31.9K ﹤0.01%
190
219
$31.7K ﹤0.01%
396
220
$31.6K ﹤0.01%
876
221
$30.8K ﹤0.01%
598
+569
222
$30.8K ﹤0.01%
398
+4
223
$30.6K ﹤0.01%
136
+23
224
$30.3K ﹤0.01%
300
+23
225
$30.3K ﹤0.01%
+71
7 8
9
10 11