BWA

Beam Wealth Advisors Portfolio holdings

AUM $402M
1-Year Est. Return 20.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$367M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$2.68M
3
+$2.19M
4
PLTR icon
Palantir
PLTR
+$1.76M
5
APLU
Allspring Core Plus ETF
APLU
+$1.53M

Top Sells

1
+$14.2M
2
+$2.13M
3
+$1.78M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$946K
5
VB icon
Vanguard Small-Cap ETF
VB
+$821K

Sector Composition

1 Technology 7.51%
2 Energy 2.55%
3 Consumer Staples 1.72%
4 Financials 1.22%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.62M 0.99%
11,041
+15
27
$3.55M 0.97%
62,246
+1,175
28
$3.42M 0.93%
13,458
-3,312
29
$3.3M 0.9%
20,068
-4,441
30
$3.28M 0.89%
39,687
+8,277
31
$3.23M 0.88%
22,705
-137
32
$3.05M 0.83%
73,517
+37,616
33
$3.05M 0.83%
31,603
+98
34
$3M 0.82%
26,568
-570
35
$2.99M 0.81%
44,050
+5,236
36
$2.85M 0.78%
63,543
+13,097
37
$2.77M 0.75%
36,106
+1,661
38
$2.76M 0.75%
12,570
+446
39
$2.75M 0.75%
100,839
+690
40
$2.71M 0.74%
49,439
+5,549
41
$2.6M 0.71%
32,403
-5,895
42
$2.52M 0.69%
24,452
-1,556
43
$2.51M 0.68%
16,155
-889
44
$2.16M 0.59%
42,000
-4,556
45
$1.98M 0.54%
+10,854
46
$1.81M 0.49%
74,046
+11,911
47
$1.75M 0.48%
25,774
-7,126
48
$1.74M 0.48%
44,418
+77
49
$1.65M 0.45%
10,759
-21
50
$1.65M 0.45%
29,584
-4,690
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