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BWA

Beam Wealth Advisors Portfolio holdings

AUM $453M
1-Year Est. Return 20.36%
This Fund
S&P 500
This Quarter Est. Return
-4.94%
1 Year Est. Return
+20.36%
3 Year Est. Return
+59.68%
5 Year Est. Return
+55.38%
10 Year Est. Return
AUM
$89.8M
AUM Growth
-$239K
Cap. Flow
+$4.63M
Cap. Flow %
5.16%
Top 10 Hldgs %
30.09%
Holding
106
New
3
Increased
74
Reduced
17
Closed
5

Sector Composition

Rank Sector Weight
1 Financials 4.17%
2 Consumer Staples 2.72%
3 Technology 2.63%
4 Energy 2.03%
5 Consumer Discretionary 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PFE icon
76
Pfizer
PFE
$142B
$289K 0.32%
6,597
+358
+6% +$17.4K
VMBS icon
77
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$287K 0.32%
6,374
+176
+3% +$8.38K
VEA icon
78
Vanguard FTSE Developed Markets ETF
VEA
$228B
$281K 0.31%
7,715
+1,758
+30% +$71.6K
KO icon
79
Coca-Cola
KO
$376B
$277K 0.31%
4,942
+340
+7% +$21.1K
VOOG icon
80
Vanguard S&P 500 Growth ETF
VOOG
$25.7B
$276K 0.31%
+7,938
New +$310K
IJR icon
81
iShares Core S&P Small-Cap ETF
IJR
$109B
$272K 0.3%
3,119
+371
+14% +$36K
LYB icon
82
LyondellBasell Industries
LYB
$19.9B
$270K 0.3%
3,584
+52
+1% +$4.39K
DIS icon
83
Walt Disney
DIS
$167B
$258K 0.29%
2,740
+46
+2% +$4.92K
DG icon
84
Dollar General
DG
$27.8B
$253K 0.28%
1,055
HD icon
85
Home Depot
HD
$330B
$238K 0.27%
863
+127
+17% +$37.5K
JNK icon
86
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.05B
$237K 0.26%
2,699
+95
+4% +$8.85K
FPE icon
87
First Trust Preferred Securities and Income ETF
FPE
$6.32B
$232K 0.26%
13,920
+116
+0.8% +$2.05K
BSV icon
88
Vanguard Short-Term Bond ETF
BSV
$44.6B
$231K 0.26%
3,086
+64
+2% +$4.89K
STZ icon
89
Constellation Brands
STZ
$22.2B
$230K 0.26%
1,000
GLDM icon
90
SPDR Gold MiniShares Trust
GLDM
$27.4B
$218K 0.24%
6,599
+116
+2% +$3.98K
IMCG icon
91
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.93B
$216K 0.24%
4,281
-55
-1% -$3.07K
SCHX icon
92
Schwab US Large- Cap ETF
SCHX
$71.4B
$213K 0.24%
15,063
+999
+7% +$15.7K
PTY icon
93
PIMCO Corporate & Income Opportunity Fund
PTY
$2.49B
$212K 0.24%
18,051
+471
+3% +$6.24K
PG icon
94
Procter & Gamble
PG
$332B
$209K 0.23%
1,655
+126
+8% +$17.9K
GSBD icon
95
Goldman Sachs BDC
GSBD
$982M
$207K 0.23%
14,314
+359
+3% +$6.07K
VYM icon
96
Vanguard High Dividend Yield ETF
VYM
$80.6B
$205K 0.23%
2,158
+17
+0.8% +$1.77K
VTC icon
97
Vanguard Total Corporate Bond ETF
VTC
$1.72B
$201K 0.22%
2,774
+21
+0.8% +$1.62K
RYLD icon
98
Global X Russell 2000 Covered Call ETF
RYLD
$1.37B
$196K 0.22%
10,617
+472
+5% +$9.62K
CIZN
99
DELISTED
Citizens Holding Co.
CIZN
$184K 0.2%
12,025
F icon
100
Ford
F
$58.3B
$112K 0.12%
+10,006
New +$140K

Similar funds

Beam Wealth Advisors's Q3 2022 Portfolio in Review

As of Q3 2022, Beam Wealth Advisors held 106 positions worth $89.8M, down 0.27% from $90M the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Beam Wealth Advisors deployed $4.63M of net new capital in Q3 2022, opening 3 new positions and adding to 74 existing holdings. Its largest new stake was Global X Dow 30 Covered Call ETF: 15,051 shares worth $306K.

By sector, the portfolio is most concentrated in Financials at 4.2% of assets, down from 4.8% a quarter earlier, followed by Consumer Staples and Technology.

On the sell side, the largest reduction was Fidelity MSCI Information Technology Index ETF, an estimated $2.33M trimmed.

  • Beam Wealth Advisors's largest Q3 2022 buy was Global X Dow 30 Covered Call ETF: 15,051 shares worth $306K.
  • Beam Wealth Advisors added most to JPMorgan Equity Premium Income ETF in Q3 2022, an estimated $793K increase.
  • Beam Wealth Advisors's biggest Q3 2022 reduction was Fidelity MSCI Information Technology Index ETF, cutting an estimated $2.33M.
  • Beam Wealth Advisors fully exited iShares Core US Aggregate Bond ETF in Q3 2022, selling an estimated $305K.
  • Beam Wealth Advisors's ten largest holdings make up 30% of its $89.8M portfolio in Q3 2022.
  • Beam Wealth Advisors opened 3 new positions and closed 5 in Q3 2022.
  • Beam Wealth Advisors's portfolio value fell 0.27% quarter-over-quarter to $89.8M.

Based on Beam Wealth Advisors's 13F filing for Q3 2022, filed 20 Oct 2022.