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
76
$938K 0.26%
21,432
+356
77
$916K 0.25%
10,732
-1,063
78
$901K 0.25%
15,682
-3,796
79
$895K 0.24%
15,846
-34
80
$891K 0.24%
13,026
-692
81
$832K 0.23%
32,640
+9,965
82
$816K 0.22%
12,877
-3,688
83
$810K 0.22%
16,435
+3,536
84
$806K 0.22%
25,773
-5,828
85
$780K 0.21%
22,746
-684
86
$696K 0.19%
+25,705
87
$678K 0.18%
11,308
-1,203
88
$634K 0.17%
10,802
+93
89
$600K 0.16%
34,954
-5,415
90
$573K 0.16%
13,623
-247
91
$560K 0.15%
19,246
-1,216
92
$526K 0.14%
10,631
-1,788
93
$519K 0.14%
17,123
+670
94
$516K 0.14%
23,159
+178
95
$495K 0.13%
13,787
-22
96
$487K 0.13%
+18,190
97
$439K 0.12%
11,197
-2,044
98
$403K 0.11%
+11,027
99
$344K 0.09%
18,414
-2,487
100
$343K 0.09%
32,500
-1,000
1 2 3
4
5