BWA

Beam Wealth Advisors Portfolio holdings

AUM $336M
1-Year Est. Return 14.26%
This Quarter Est. Return
1 Year Est. Return
+14.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
+$6.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$625K
3
+$467K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$404K
5
INTC icon
Intel
INTC
+$282K

Top Sells

1
+$1.44M
2
+$795K
3
+$469K
4
BYLD icon
iShares Yield Optimized Bond ETF
BYLD
+$435K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$428K

Sector Composition

1 Financials 5.13%
2 Technology 4.14%
3 Communication Services 2.42%
4 Industrials 1.97%
5 Consumer Discretionary 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 1.14%
8,020
+101
27
$1.26M 1.12%
9,315
-1,112
28
$1.23M 1.1%
4,582
+12
29
$1.17M 1.04%
10,716
+522
30
$1.16M 1.03%
12,433
+135
31
$1.14M 1.02%
12,874
-16,260
32
$1.13M 1%
11,180
-81
33
$1.1M 0.98%
3,734
34
$1.09M 0.98%
3,316
-485
35
$1.08M 0.96%
15,597
-669
36
$1.05M 0.94%
20,185
+925
37
$1.05M 0.93%
21,877
+4,182
38
$1.01M 0.9%
38,777
-4,738
39
$991K 0.88%
4,201
+97
40
$952K 0.85%
27,222
+626
41
$931K 0.83%
17,291
-2,221
42
$925K 0.82%
5,980
-320
43
$915K 0.82%
6,224
+1,565
44
$871K 0.78%
17,400
+12
45
$861K 0.77%
9,928
+51
46
$842K 0.75%
3,932
+278
47
$836K 0.75%
2,348
-9
48
$835K 0.74%
3,267
+60
49
$811K 0.72%
10,195
-1,139
50
$807K 0.72%
23,730
+1,189
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