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BFWA

Benchmark Financial Wealth Advisors Portfolio holdings

AUM $361M
1-Year Est. Return 19.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$361M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$7.01M
2
+$4.61M
3
+$4.31M
4
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
+$2.71M
5
LVHI icon
Franklin International Low Volatility High Dividend Index ETF
LVHI
+$2.71M

Top Sells

1
+$4.14M
2
+$3.02M
3
+$1.79M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.15M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.07M

Sector Composition

1 Technology 8.89%
2 Financials 2.58%
3 Communication Services 2.39%
4 Consumer Discretionary 2.06%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
26
Alphabet (Google) Class A
GOOGL
$4.55T
$3.87M 1.07%
13,460
+665
AMZN icon
27
Amazon
AMZN
$2.65T
$3.8M 1.05%
18,234
+1,028
IJH icon
28
iShares Core S&P Mid-Cap ETF
IJH
$122B
$3.76M 1.04%
55,739
-2,002
VEU icon
29
Vanguard FTSE All-World ex-US ETF
VEU
$67.3B
$3.56M 0.99%
47,456
-5,635
QQQ icon
30
Invesco QQQ Trust
QQQ
$482B
$2.74M 0.76%
4,755
-404
QDPL icon
31
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
$1.66B
$2.67M 0.74%
66,497
+20,699
DIVO icon
32
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.25B
$2.49M 0.69%
55,435
+21,425
GLD icon
33
SPDR Gold Trust
GLD
$141B
$2.21M 0.61%
5,132
+3,605
META icon
34
Meta Platforms (Facebook)
META
$1.52T
$2.1M 0.58%
3,663
-7
AVGO icon
35
Broadcom
AVGO
$1.79T
$1.99M 0.55%
6,442
+396
JPM icon
36
JPMorgan Chase
JPM
$887B
$1.77M 0.49%
6,018
+415
BMY icon
37
Bristol-Myers Squibb
BMY
$114B
$1.58M 0.44%
26,118
+2,151
VEA icon
38
Vanguard FTSE Developed Markets ETF
VEA
$233B
$1.45M 0.4%
22,694
+2
IWF icon
39
iShares Russell 1000 Growth ETF
IWF
$127B
$1.42M 0.39%
13,324
-288
BX icon
40
Blackstone
BX
$156B
$1.33M 0.37%
11,595
+3,847
IUSG icon
41
iShares Core S&P US Growth ETF
IUSG
$31.9B
$1.27M 0.35%
8,213
-60
MO icon
42
Altria Group
MO
$117B
$1.22M 0.34%
18,546
+1,277
EUSA icon
43
iShares MSCI USA Equal Weighted ETF
EUSA
$1.71B
$1.22M 0.34%
11,991
-649
GOOG icon
44
Alphabet (Google) Class C
GOOG
$4.53T
$1.22M 0.34%
4,247
+268
V icon
45
Visa
V
$634B
$1.19M 0.33%
3,922
+472
FBTC icon
46
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.2B
$1.16M 0.32%
19,663
+2,335
COST icon
47
Costco
COST
$438B
$1.16M 0.32%
1,164
+48
GLW icon
48
Corning
GLW
$153B
$1.13M 0.31%
8,285
+50
IWB icon
49
iShares Russell 1000 ETF
IWB
$48.3B
$1.1M 0.31%
3,094
+7
BRK.B icon
50
Berkshire Hathaway Class B
BRK.B
$1.07T
$1.1M 0.3%
2,291
-75
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