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
76
$277K 0.29%
1,830
+175
77
$265K 0.28%
4,298
-13,393
78
$264K 0.28%
2,794
-3,138
79
$263K 0.27%
+3,141
80
$260K 0.27%
2,404
+246
81
$260K 0.27%
1,055
82
$257K 0.27%
8,434
-20,909
83
$244K 0.25%
2,906
-147
84
$240K 0.25%
5,274
-1,100
85
$237K 0.25%
3,991
-1,449
86
$234K 0.24%
2,694
-46
87
$232K 0.24%
1,000
88
$230K 0.24%
6,348
-251
89
$227K 0.24%
+1,694
90
$225K 0.23%
+2,024
91
$219K 0.23%
+15,804
92
$218K 0.23%
2,424
-275
93
$211K 0.22%
17,527
-524
94
$208K 0.22%
2,806
+32
95
$208K 0.22%
12,389
-1,531
96
$203K 0.21%
+8,077
97
$203K 0.21%
4,039
-1,875
98
$203K 0.21%
1,644
99
$187K 0.2%
13,652
-662
100
$165K 0.17%
12,025
1 2 3
4
5