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
101
$328K 0.09%
+10,390
102
$321K 0.09%
32,455
-10,050
103
$313K 0.09%
10,573
-1,166
104
$294K 0.08%
13,450
-29
105
$285K 0.08%
10,951
-465
106
$281K 0.08%
10,942
+179
107
$267K 0.07%
14,595
-2,035
108
$265K 0.07%
11,656
-978
109
$205K 0.06%
14,178
-2,736
110
– –
-11,892
111
– –
-10,026
112
– –
-39,793
113
– –
-10,579
114
– –
-11,421
1 2 3 4
5