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
101
$143K 0.15%
12,054
+207
102
$116K 0.12%
10,007
+1
103
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-3,086
104
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-40,576
105
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-49,803
106
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-47,278
107
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-31,398
108
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-5,815
109
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-4,281
110
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-10,877
111
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-10,675
112
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-32,131
113
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-10,617
114
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-10,251
115
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-38,730
116
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-23,367
117
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-14,022
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