BHWA

Beacon Harbor Wealth Advisors Portfolio holdings

AUM $451M
1-Year Est. Return 44.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+44.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$286M
AUM Growth
-$7.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$9.06M
2
+$7.73M
3
+$6.9M
4
DBEH
iMGP DBi Hedge Strategy ETF
DBEH
+$5.62M
5
AMT icon
American Tower
AMT
+$5.62M

Top Sells

1
+$12.6M
2
+$8.07M
3
+$7.05M
4
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$6.86M
5
LMT icon
Lockheed Martin
LMT
+$6.48M

Sector Composition

1 Technology 11.93%
2 Consumer Staples 8.59%
3 Industrials 7.98%
4 Healthcare 7.55%
5 Energy 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
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