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
$1.18B
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$8.34M
2
+$5.91M
3
+$4.01M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.99M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$3.83M

Top Sells

1
+$2.16M
2
+$1.59M
3
+$1.45M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.14M
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$1.05M

Sector Composition

1 Technology 1.47%
2 Consumer Discretionary 0.86%
3 Energy 0.59%
4 Healthcare 0.28%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$65.5K 0.01%
418
202
$64.4K 0.01%
33
203
$63.8K 0.01%
305
-99
204
$63.8K 0.01%
523
205
$62.5K 0.01%
2,725
206
$62.4K 0.01%
+1,711
207
$62.2K 0.01%
107
208
$60.4K 0.01%
354
209
$56.7K ﹤0.01%
1,002
210
$56.1K ﹤0.01%
+784
211
$55.3K ﹤0.01%
926
212
$54.7K ﹤0.01%
793
213
$54.4K ﹤0.01%
624
214
$54.1K ﹤0.01%
1,895
-200
215
$54K ﹤0.01%
601
-171
216
$53.6K ﹤0.01%
1,270
217
$52.8K ﹤0.01%
850
218
$51.4K ﹤0.01%
1,440
219
$51.4K ﹤0.01%
721
+370
220
$51.1K ﹤0.01%
875
+70
221
$50.7K ﹤0.01%
88
222
$50.6K ﹤0.01%
1,251
-613
223
$49.6K ﹤0.01%
399
224
$48.9K ﹤0.01%
445
225
$47.9K ﹤0.01%
1,912
7 8
9
10 11