BAM Wealth Management, LLC
RIA/Wealth
BAM Wealth Management, LLC is a RIA/Wealth based in Lakewood, CO led by Kristy Michelle Afraimi, reporting $177.5M in AUM as of Q3 2025 with 59% ETF concentration.
Managing PartnerKristy Michelle Afraimi
- Portfolio Value
- $127.6M
- Positions
- 144
- Top Holding
- BOND at 4.71%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in BAM Wealth Management, LLC's portfolio (37.3% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $6.0M | 4.71% | +$6.0M New | — 64.4K shares | |
ETF ETF | $5.4M | 4.23% | +$5.4M New | — 106.9K shares | |
ETF ETF | $5.2M | 4.06% | +$5.2M New | — 99.8K shares | |
ETF ETF | $4.9M | 3.88% | +$4.9M New | — 90.4K shares | |
ETF ETF | $4.6M | 3.61% | +$4.6M New | — 93.6K shares | |
ETF ETF | $4.5M | 3.52% | +$4.5M New | — 81.4K shares | |
ETF ETF | $4.5M | 3.51% | +$4.5M New | — 89.3K shares | |
ETF ETF | $4.3M | 3.36% | +$4.3M New | — 112.7K shares | |
Consumer Electronics Technology | $4.2M | 3.29% | +$4.2M New | 0.00% 16.5K shares | |
Software - Infrastructure Technology | $4.0M | 3.10% | +$4.0M New | 0.00% 7.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in BAM Wealth Management, LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
| No decreased positions | |
Analytics
Portfolio insights and performance metrics for BAM Wealth Management, LLC
GthenA