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
51
$528K 0.55%
6,810
-1,833
52
$524K 0.55%
1,990
-2
53
$491K 0.51%
26,650
-3,139
54
$486K 0.51%
3,464
-648
55
$442K 0.46%
11,951
-1,597
56
$423K 0.44%
6,436
+6
57
$416K 0.43%
1,137
+2
58
$414K 0.43%
1,177
-118
59
$347K 0.36%
1,966
+88
60
$346K 0.36%
10,533
+431
61
$345K 0.36%
4,837
+17
62
$344K 0.36%
+9,483
63
$343K 0.36%
8,717
-685
64
$341K 0.36%
1,641
-40
65
$330K 0.34%
6,433
-164
66
$329K 0.34%
5,172
+230
67
$323K 0.34%
8,281
-959
68
$316K 0.33%
14,640
-411
69
$299K 0.31%
1,419
+96
70
$294K 0.31%
7,004
-711
71
$293K 0.31%
3,528
-56
72
$292K 0.3%
3,085
-34
73
$285K 0.3%
18,951
+3,888
74
$282K 0.29%
1,325
-32
75
$278K 0.29%
879
+16
1 2
3
4 5