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
$117M
AUM Growth
+$588K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$645K
2 +$644K
3 +$642K
4
WMT icon
Walmart
WMT
+$478K
5
PSK icon
SPDR ICE Preferred Securities ETF
PSK
+$394K

Top Sells

1 +$1.38M
2 +$1.17M
3 +$699K
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$591K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$527K

Sector Composition

1 Financials 5.68%
2 Technology 5.59%
3 Communication Services 2.75%
4 Consumer Staples 2.16%
5 Consumer Discretionary 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,845