BWA
Beam Wealth Advisors Portfolio holdings
AUM
$336M
1-Year Return
14.26%
This Quarter Return
+17.97%
1 Year Return
+14.26%
3 Year Return
+45.44%
5 Year Return
+72.45%
10 Year Return
–
AUM
$99.2M
AUM Growth
-$1.53M
(-1.5%)
Cap. Flow
-$16.4M
Cap. Flow
% of AUM
-16.54%
Top 10 Holdings %
Top 10 Hldgs %
26.89%
Holding
171
New
27
Increased
65
Reduced
34
Closed
35
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$1.83M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.57M |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$1.48M |
| 4 |
iShares Morningstar Mid-Cap Growth ETF
IMCG
|
$750K |
| 5 |
iShares Russell 2000 ETF
IWM
|
$581K |
Top Sells
Sector Composition
| 1 | Technology | 5.6% |
| 2 | Financials | 4.65% |
| 3 | Communication Services | 3.48% |
| 4 | Consumer Discretionary | 2.65% |
| 5 | Consumer Staples | 2.6% |
