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
$101M
AUM Growth
-$6.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.27M
3
+$1.85M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.64M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.56M

Top Sells

1
+$1.7M
2
+$1.38M
3
+$1.37M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.24M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.2M

Sector Composition

1 Financials 4.2%
2 Technology 3.75%
3 Communication Services 2.45%
4 Consumer Staples 2.15%
5 Consumer Discretionary 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-4,852
177
– –
-3,795
178
– –
-21,774
179
– –
-12,295
180
– –
-11,159
4 5 6 7
8