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
$300M
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$36.5M
2
+$18.2M
3
+$14.5M
4
RAAX icon
VanEck Inflation Allocation ETF
RAAX
+$10.1M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$7.08M

Top Sells

1
+$4.08M
2
+$3.64M
3
+$2.59M
4
GLD icon
SPDR Gold Trust
GLD
+$1.2M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.02M

Sector Composition

1 Technology 9.68%
2 Energy 3.1%
3 Consumer Staples 1.85%
4 Consumer Discretionary 1.35%
5 Financials 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.73M 0.91%
+21,449
27
$2.62M 0.87%
22,788
+11,268
28
$2.6M 0.86%
+35,748
29
$2.57M 0.85%
+26,704
30
$2.45M 0.81%
22,176
-558
31
$2.42M 0.8%
12,503
+7,262
32
$2.36M 0.79%
91,032
-804
33
$2.18M 0.73%
13,969
+5,855
34
$1.95M 0.65%
28,734
+8,017
35
$1.9M 0.63%
38,176
+6,929
36
$1.81M 0.6%
44,768
-5,653
37
$1.8M 0.6%
18,133
+15,517
38
$1.8M 0.6%
10,888
+9,142
39
$1.7M 0.57%
+60,821
40
$1.67M 0.56%
34,834
+1,705
41
$1.65M 0.55%
+83,007
42
$1.64M 0.55%
+26,185
43
$1.58M 0.53%
77,652
+3,892
44
$1.48M 0.49%
14,390
-25,207
45
$1.45M 0.48%
+31,001
46
$1.42M 0.47%
30,545
+355
47
$1.29M 0.43%
28,306
+1,818
48
$1.26M 0.42%
108,774
+389
49
$1.2M 0.4%
+12,396
50
$1.16M 0.39%
41,103
+4,034
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