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
$1.14B
AUM Growth
+$82.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$6.52M
3
+$6.22M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$5.6M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$5.09M

Top Sells

1
+$22M
2
+$3.67M
3
+$2.48M
4
SHW icon
Sherwin-Williams
SHW
+$1.94M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.73M

Sector Composition

1 Technology 1.42%
2 Consumer Discretionary 0.86%
3 Energy 0.66%
4 Healthcare 0.32%
5 Materials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$76.3K 0.01%
468
+288
202
$76.1K 0.01%
795
+180
203
$71.8K 0.01%
525
-260
204
$70.4K 0.01%
1,775
-1
205
$70.3K 0.01%
598
206
$69.4K 0.01%
+3,200
207
$68.7K 0.01%
250
-3
208
$67.7K 0.01%
33
-3
209
$67.2K 0.01%
1,662
210
$65.9K 0.01%
1,405
211
$65.9K 0.01%
418
212
$65.2K 0.01%
+2,316
213
$63.7K 0.01%
2,725
-121
214
$62.5K 0.01%
107
215
$61.6K 0.01%
988
-108
216
$60.7K 0.01%
445
217
$59.1K 0.01%
655
-2,794
218
$58.1K 0.01%
1,270
-1
219
$57.9K 0.01%
1,939
220
$57.8K 0.01%
850
221
$56.4K ﹤0.01%
1,440
222
$56.3K ﹤0.01%
2,250
223
$56.3K ﹤0.01%
624
224
$56.1K ﹤0.01%
480
+6
225
$55.6K ﹤0.01%
269
-12,000
7 8
9
10 11