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
51
$1.41M 0.45%
22,609
-719
52
$1.39M 0.44%
27,909
-847
53
$1.38M 0.44%
26,232
+2,301
54
$1.36M 0.43%
29,264
-1,388
55
$1.23M 0.39%
106,368
+1,376
56
$1.2M 0.38%
19,672
+2,106
57
$1.12M 0.35%
18,002
+1,833
58
$1.1M 0.35%
15,711
-746
59
$1.03M 0.33%
56,736
+798
60
$1.03M 0.33%
45,200
-1,082
61
$1.02M 0.32%
43,863
-1,122
62
$1.02M 0.32%
23,227
+3,661
63
$1.01M 0.32%
32,118
+2,166
64
$997K 0.32%
17,659
+3,052
65
$996K 0.32%
15,267
-37
66
$983K 0.31%
22,362
+1,856
67
$975K 0.31%
17,294
+1,493
68
$957K 0.3%
12,931
-3,867
69
$918K 0.29%
16,957
-1,364
70
$895K 0.28%
10,869
+437
71
$856K 0.27%
17,555
-897
72
$833K 0.26%
+10,322
73
$831K 0.26%
16,775
+597
74
$825K 0.26%
13,934
+472
75
$790K 0.25%
37,056
+402
1 2
3
4 5