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
$1.16B
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$7.01M
2
+$4.76M
3
+$3.89M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.81M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.69M

Top Sells

1
+$4.37M
2
+$4.08M
3
+$1.63M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.39M
5
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$1.23M

Sector Composition

1 Technology 1.74%
2 Consumer Discretionary 1.22%
3 Energy 0.72%
4 Healthcare 0.27%
5 Materials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$70.9K 0.01%
5,330
+4,750
202
$67.9K 0.01%
587
+278
203
$66.7K 0.01%
+8,770
204
$64.7K 0.01%
418
205
$64.4K 0.01%
354
+210
206
$63.7K 0.01%
2,725
207
$63.5K 0.01%
2,250
208
$61.7K 0.01%
107
209
$60.7K 0.01%
1,270
210
$60.2K 0.01%
14,623
211
$58.7K 0.01%
1,002
+14
212
$57.9K 0.01%
1,939
213
$57.4K 0.01%
2,095
+1,508
214
$56.3K ﹤0.01%
523
+284
215
$56.1K ﹤0.01%
33
216
$56.1K ﹤0.01%
445
217
$56K ﹤0.01%
624
218
$55.8K ﹤0.01%
413
+169
219
$55.3K ﹤0.01%
480
220
$54.4K ﹤0.01%
61
+10
221
$53.3K ﹤0.01%
1,912
222
$51.5K ﹤0.01%
88
223
$50.7K ﹤0.01%
5,270
-4,000
224
$50.2K ﹤0.01%
805
225
$50.1K ﹤0.01%
926
+30
7 8
9
10 11