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
$95.7M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$867K
3
+$769K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$664K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$643K

Top Sells

1
+$488K
2
+$245K
3
+$172K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$128K
5
AAPL icon
Apple
AAPL
+$105K

Sector Composition

1 Technology 3.65%
2 Consumer Discretionary 3.42%
3 Communication Services 2.72%
4 Consumer Staples 0.5%
5 Industrials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$299K 0.31%
5,054
+34
27
$249K 0.26%
1,422
+68
28
$236K 0.25%
+1,229
29
$232K 0.24%
+959
30
$217K 0.23%
+6,543
31
$217K 0.23%
5,944
-4,714
32
$216K 0.23%
+1,752
33
$161K 0.17%
196,730
34
$25K 0.03%
87,500
1
2