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
51
$1.65M 0.45%
58,190
-17,415
52
$1.64M 0.45%
43,743
53
$1.55M 0.42%
15,467
-3,157
54
$1.54M 0.42%
+61,334
55
$1.54M 0.42%
13,433
-852
56
$1.45M 0.4%
29,860
-242
57
$1.45M 0.4%
92,429
+10,572
58
$1.42M 0.39%
15,854
-408
59
$1.37M 0.37%
28,743
-1,152
60
$1.33M 0.36%
78,340
+170
61
$1.33M 0.36%
20,385
-5,697
62
$1.3M 0.35%
17,799
-190
63
$1.27M 0.35%
19,109
+742
64
$1.14M 0.31%
19,906
+382
65
$1.14M 0.31%
40,465
-4,938
66
$1.1M 0.3%
43,352
+5,993
67
$1.06M 0.29%
33,253
-1,053
68
$1.05M 0.29%
20,356
-5,075
69
$1.05M 0.29%
39,760
-5
70
$1.05M 0.29%
11,425
+621
71
$1.05M 0.28%
90,116
-2,695
72
$1.03M 0.28%
34,898
+5,545
73
$970K 0.26%
10,807
-356
74
$966K 0.26%
13,425
-1,571
75
$948K 0.26%
11,857
-2,964
1 2
3
4 5