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BWA

Beam Wealth Advisors Portfolio holdings

AUM $453M
1-Year Est. Return 20.36%
This Fund
S&P 500
This Quarter Est. Return
-12.57%
1 Year Est. Return
+20.36%
3 Year Est. Return
+59.68%
5 Year Est. Return
+55.38%
10 Year Est. Return
AUM
$90M
AUM Growth
+$3M
Cap. Flow
+$15.7M
Cap. Flow %
17.45%
Top 10 Hldgs %
30.92%
Holding
106
New
19
Increased
45
Reduced
34
Closed
3
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VXUS icon
26
Vanguard Total International Stock ETF
VXUS
$154B
$1.21M 1.34%
+23,367
New +$1.3M
PGX icon
27
Invesco Preferred ETF
PGX
$3.81B
$1.2M 1.33%
97,316
-787
-0.8% -$9.89K
MUNI icon
28
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.05B
$1.17M 1.29%
+22,646
New +$1.17M
IEFA icon
29
iShares Core MSCI EAFE ETF
IEFA
$189B
$1.16M 1.28%
19,626
+10,424
+113% +$669K
SCHD icon
30
Schwab US Dividend Equity ETF
SCHD
$102B
$1.09M 1.21%
45,633
-2,331
-5% -$59.3K
IJH icon
31
iShares Core S&P Mid-Cap ETF
IJH
$122B
$1.06M 1.17%
23,335
-165
-0.7% -$8.14K
MXI icon
32
iShares Global Materials ETF
MXI
$339M
$1.03M 1.15%
13,959
-374
-3% -$32.3K
BND icon
33
Vanguard Total Bond Market
BND
$157B
$983K 1.09%
13,060
-2,145
-14% -$163K
MSFT icon
34
Microsoft
MSFT
$3.41T
$912K 1.01%
3,551
+368
+12% +$99.9K
WMT icon
35
Walmart Inc
WMT
$883B
$884K 0.98%
21,813
+48
+0.2% +$2.21K
XOM icon
36
ExxonMobil
XOM
$639B
$859K 0.95%
10,028
+36
+0.4% +$3.25K
CVX icon
37
Chevron
CVX
$385B
$829K 0.92%
5,727
+79
+1% +$13.1K
HNDL icon
38
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$627M
$786K 0.87%
38,144
-456
-1% -$10.1K
USRT icon
39
iShares Core US REIT ETF
USRT
$4.61B
$783K 0.87%
14,666
+701
+5% +$41.2K
MUB icon
40
iShares National Muni Bond ETF
MUB
$45.1B
$782K 0.87%
+7,349
New +$784K
QYLD icon
41
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.09B
$752K 0.84%
43,033
+1,838
+4% +$34.6K
JEPI icon
42
JPMorgan Equity Premium Income ETF
JEPI
$45.7B
$750K 0.83%
13,523
+1,218
+10% +$70.5K
FLBL icon
43
Franklin Senior Loan ETF
FLBL
$852M
$735K 0.82%
+31,746
New +$765K
QQQ icon
44
Invesco QQQ Trust
QQQ
$452B
$709K 0.79%
2,529
-339
-12% -$105K
IYR icon
45
iShares US Real Estate ETF
IYR
$4.65B
$706K 0.78%
+7,678
New +$765K
PFF icon
46
iShares Preferred and Income Securities ETF
PFF
$13.2B
$703K 0.78%
+21,392
New +$724K
VCIT icon
47
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.1B
$678K 0.75%
8,475
-2,537
-23% -$207K
FGBI icon
48
First Guaranty Bancshares
FGBI
$158M
$669K 0.74%
27,500
GLD icon
49
SPDR Gold Trust
GLD
$131B
$654K 0.73%
+3,882
New +$678K
DRIV icon
50
Global X Autonomous & Electric Vehicles ETF
DRIV
$377M
$628K 0.7%
29,256
-3,460
-11% -$83.2K

Similar funds

Beam Wealth Advisors's Q2 2022 Portfolio in Review

As of Q2 2022, Beam Wealth Advisors held 106 positions worth $90M, up 3.4% from $87.1M the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Beam Wealth Advisors deployed $15.7M of net new capital in Q2 2022, opening 19 new positions and adding to 45 existing holdings. Its largest new stake was Invesco Dow Jones Industrial Average Dividend ETF: 41,201 shares worth $1.74M.

By sector, the portfolio is most concentrated in Financials at 4.8% of assets, up from 4.2% a quarter earlier, followed by Consumer Staples and Technology.

On the sell side, the largest reduction was iShares Core S&P 500 ETF, an estimated $1.54M trimmed.

  • Beam Wealth Advisors's largest Q2 2022 buy was Invesco Dow Jones Industrial Average Dividend ETF: 41,201 shares worth $1.74M.
  • Beam Wealth Advisors added most to Vanguard Morningstar Total Stock Market ETF in Q2 2022, an estimated $1.29M increase.
  • Beam Wealth Advisors's biggest Q2 2022 reduction was iShares Core S&P 500 ETF, cutting an estimated $1.54M.
  • Beam Wealth Advisors fully exited Schwab US Large-Cap Growth ETF in Q2 2022, selling an estimated $261K.
  • Beam Wealth Advisors's ten largest holdings make up 31% of its $90M portfolio in Q2 2022.
  • Beam Wealth Advisors opened 19 new positions and closed 3 in Q2 2022.
  • Beam Wealth Advisors's portfolio value rose 3.4% quarter-over-quarter to $90M.

Based on Beam Wealth Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.