BWA
Beam Wealth Advisors Portfolio holdings
AUM
$336M
This Quarter Return
+5.04%
1 Year Return
+14.26%
3 Year Return
+45.44%
5 Year Return
+72.45%
10 Year Return
–
AUM
$107M
AUM Growth
–
Cap. Flow
+$107M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
29.16%
Holding
148
New
148
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$6.51M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$4.02M |
| 3 |
iShares Floating Rate Bond ETF
FLOT
|
$3.88M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.85M |
| 5 |
Fidelity MSCI Real Estate Index ETF
FREL
|
$2.77M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 5.86% |
| 2 | Technology | 4.34% |
| 3 | Communication Services | 3.26% |
| 4 | Industrials | 2.62% |
| 5 | Consumer Staples | 2.38% |
