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
$106M
AUM Growth
-$706K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$1.04M
3
+$988K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$916K
5
QUS icon
SPDR MSCI USA StrategicFactors ETF
QUS
+$313K

Top Sells

1
+$1.54M
2
+$1.17M
3
+$1.06M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$974K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$754K

Sector Composition

1 Technology 5.02%
2 Financials 4.71%
3 Communication Services 2.17%
4 Consumer Discretionary 2.01%
5 Consumer Staples 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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