BWA

Beam Wealth Advisors Portfolio holdings

AUM $367M
1-Year Est. Return 17.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.2M
AUM Growth
-$1.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.57M
3
+$1.48M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$750K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$581K

Top Sells

1
+$5.65M
2
+$2.9M
3
+$1.8M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.48M
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$1.47M

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%
Name Market Value Portfolio Weight Shares or Principal Change
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