BFWA

Benchmark Financial Wealth Advisors Portfolio holdings

AUM $302M
1-Year Est. Return 14.04%
This Quarter Est. Return
1 Year Est. Return
+14.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$80.7M
AUM Growth
+$230K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$5.61M
2
+$2.36M
3
+$1.87M
4
AAPL icon
Apple
AAPL
+$1.39M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$778K

Top Sells

1
+$6.5M
2
+$911K
3
+$689K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$274K
5
T icon
AT&T
T
+$1.66K

Sector Composition

1 Technology 3.59%
2 Consumer Discretionary 3.2%
3 Communication Services 2.52%
4 Industrials 0.5%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$250K 0.31%
+775
27
$249K 0.31%
+1,887
28
$218K 0.27%
+1,354
29
$150K 0.19%
196,730
+177,630
30
$24K 0.03%
+87,500
31
– –
-109,353
32
– –
-77,664
1
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