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
$316M
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$3.51M
3
+$1.74M
4
ETHW
Bitwise Ethereum ETF
ETHW
+$1.54M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.12M

Top Sells

1
+$16.6M
2
+$6.73M
3
+$5.87M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$1.14M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.12M

Sector Composition

1 Technology 8.13%
2 Energy 3.04%
3 Consumer Staples 1.98%
4 Consumer Discretionary 1.53%
5 Financials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$261K 0.08%
34,000
-4,400
102
$256K 0.08%
+11,528
103
$244K 0.08%
16,983
+408
104
$231K 0.07%
+23,334
105
– –
-13,336
106
– –
-11,108
107
– –
-10,453
108
– –
-17,479
1 2 3 4
5