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
$300M
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$36.5M
2
+$18.2M
3
+$14.5M
4
RAAX icon
VanEck Inflation Allocation ETF
RAAX
+$10.1M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$7.08M

Top Sells

1
+$4.08M
2
+$3.64M
3
+$2.59M
4
GLD icon
SPDR Gold Trust
GLD
+$1.2M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.02M

Sector Composition

1 Technology 9.68%
2 Energy 3.1%
3 Consumer Staples 1.85%
4 Consumer Discretionary 1.35%
5 Financials 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$608K 0.2%
11,360
-535
77
$588K 0.2%
11,898
+4,212
78
$578K 0.19%
+19,456
79
$576K 0.19%
+13,982
80
$571K 0.19%
13,855
+5,524
81
$570K 0.19%
+13,735
82
$567K 0.19%
+12,904
83
$545K 0.18%
+19,176
84
$540K 0.18%
+18,822
85
$535K 0.18%
+19,103
86
$529K 0.18%
+49,718
87
$434K 0.14%
8,607
-37
88
$411K 0.14%
+13,273
89
$411K 0.14%
+12,449
90
$401K 0.13%
+12,456
91
$394K 0.13%
+19,025
92
$385K 0.13%
10,011
+810
93
$370K 0.12%
+37,302
94
$364K 0.12%
10,717
+256
95
$354K 0.12%
+24,930
96
$316K 0.11%
+14,322
97
$306K 0.1%
+40,400
98
$288K 0.1%
13,040
+80
99
$247K 0.08%
17,273
+416
100
$218K 0.07%
+13,686
2 3
4
5 6