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Clint Dunn

@Beaird Harris Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$1.145BTotal holdings511
Assets growth rate7.76%Assets growth rate (2-Q avg)5.66%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Beaird Harris Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 511 positions.

Assets under management

The assets under management (AUM) of Beaird Harris Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.145B in assets, with a quarterly growth rate of 7.76% and a 2-quarter average growth rate of 5.66%. The portfolio is managed by Clint Dunn, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FLOTIshares Tr
Recent Activity
New Position
0.17%
$1.856M
36,362 shares@ $51.05 avg price
SMMUPimco Etf Tr
Recent Activity
New Position
0.12%
$1.327M
26,281 shares@ $50.51 avg price
GSEWGoldman Sachs Etf Tr
Recent Activity
New Position
0.11%
$1.226M
15,824 shares@ $77.48 avg price
SLQDIshares Tr
Recent Activity
New Position
0.1%
$1.092M
21,655 shares@ $50.44 avg price
VGKVanguard Intl Equity Index F
Recent Activity
New Position
0.06%
$622,994
8,762 shares@ $71.11 avg price
XLCSelect Sector Spdr Tr
Recent Activity
New Position
0.05%
$572,142
6,329 shares@ $90.41 avg price
NVDUDirexion Shs Etf Tr
Recent Activity
New Position
0.05%
$556,504
5,950 shares@ $93.54 avg price
XLISelect Sector Spdr Tr
Recent Activity
New Position
0.05%
$540,677
3,992 shares@ $135.45 avg price
VIOGVanguard Admiral Fds Inc
Recent Activity
New Position
0.04%
$377,318
3,150 shares@ $119.79 avg price
VIOVVanguard Admiral Fds Inc
Recent Activity
New Position
0.04%
$367,462
3,974 shares@ $92.47 avg price