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
$95.9M
AUM Growth
+$6.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$2.47M
3
+$1.6M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.14M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.09M

Top Sells

1
+$2.17M
2
+$1.89M
3
+$1.8M
4
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$1.61M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.09M

Sector Composition

1 Financials 4.17%
2 Consumer Staples 2.8%
3 Energy 2.66%
4 Technology 2.31%
5 Consumer Discretionary 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.31M 1.37%
3,411
-273
27
$1.3M 1.35%
16,521
+2,273
28
$1.21M 1.26%
4,548
+641
29
$1.18M 1.23%
10,706
+182
30
$1.14M 1.19%
+30,043
31
$1.09M 1.14%
+5,173
32
$1.03M 1.07%
21,729
-78
33
$961K 1%
+32,038
34
$915K 0.95%
57,530
+5,617
35
$914K 0.95%
37,069
36
$904K 0.94%
3,770
+8
37
$876K 0.91%
18,100
-240
38
$858K 0.89%
43,841
+4,058
39
$857K 0.89%
+18,678
40
$765K 0.8%
+8,374
41
$756K 0.79%
4,454
+382
42
$731K 0.76%
14,774
+720
43
$706K 0.74%
9,822
-3,420
44
$668K 0.7%
9,073
-13,932
45
$646K 0.67%
14,177
+178
46
$645K 0.67%
27,500
47
$638K 0.67%
+11,633
48
$602K 0.63%
+3,970
49
$579K 0.6%
29,126
-130
50
$550K 0.57%
8,383
-449
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