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
$316M
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$3.51M
3
+$1.74M
4
ETHW
Bitwise Ethereum ETF
ETHW
+$1.54M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.12M

Top Sells

1
+$16.6M
2
+$6.73M
3
+$5.87M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$1.14M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.12M

Sector Composition

1 Technology 8.13%
2 Energy 3.04%
3 Consumer Staples 1.98%
4 Consumer Discretionary 1.53%
5 Financials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.03M 0.96%
31,312
-194
27
$2.98M 0.94%
34,108
-1,863
28
$2.95M 0.93%
51,249
+196
29
$2.93M 0.93%
45,424
-1,717
30
$2.9M 0.92%
41,309
+4,421
31
$2.88M 0.91%
22,715
-515
32
$2.88M 0.91%
13,121
+317
33
$2.6M 0.82%
24,163
+598
34
$2.56M 0.81%
93,830
+1,511
35
$2.38M 0.75%
26,342
-1,562
36
$2.36M 0.75%
44,162
+4,444
37
$2.33M 0.74%
23,385
-528
38
$2.17M 0.69%
14,975
+971
39
$2.16M 0.68%
78,785
-3,457
40
$2.01M 0.64%
18,061
-716
41
$1.92M 0.61%
45,842
+1,124
42
$1.91M 0.6%
11,364
+221
43
$1.83M 0.58%
34,922
-2,295
44
$1.76M 0.56%
23,246
+5,238
45
$1.74M 0.55%
28,776
+3,727
46
$1.53M 0.48%
78,424
-4,297
47
$1.51M 0.48%
30,102
48
$1.51M 0.48%
43,706
+4,103
49
$1.5M 0.48%
15,521
+956
50
$1.48M 0.47%
29,978
+784
1
2
3 4 5