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
$112M
AUM Growth
+$6.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$625K
3
+$467K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$404K
5
INTC icon
Intel
INTC
+$282K

Top Sells

1
+$1.44M
2
+$795K
3
+$469K
4
BYLD icon
iShares Yield Optimized Bond ETF
BYLD
+$435K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$428K

Sector Composition

1 Financials 5.13%
2 Technology 4.14%
3 Communication Services 2.42%
4 Industrials 1.97%
5 Consumer Discretionary 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$482K 0.43%
16,511
+5,058
77
$468K 0.42%
1,257
+1
78
$467K 0.42%
+27,297
79
$461K 0.41%
3,891
+700
80
$452K 0.4%
6,549
+5
81
$448K 0.4%
27,500
82
$440K 0.39%
8,462
-1,036
83
$417K 0.37%
10,991
-4,568
84
$415K 0.37%
1,866
+783
85
$399K 0.36%
3,595
+600
86
$394K 0.35%
6,398
+10
87
$387K 0.34%
6,929
+620
88
$376K 0.34%
8,307
-69
89
$351K 0.31%
3,347
-218
90
$332K 0.3%
2,020
+450
91
$324K 0.29%
2,291
+175
92
$304K 0.27%
2,165
-340
93
$302K 0.27%
989
+33
94
$288K 0.26%
1,540
+168
95
$288K 0.26%
5,868
+59
96
$285K 0.25%
1,721
+95
97
$284K 0.25%
4,435
-98
98
$283K 0.25%
1,166
99
$282K 0.25%
+4,406
100
$281K 0.25%
771
+75
2 3
4
5 6