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
$103M
AUM Growth
+$6.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$847K
3
+$645K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$558K
5
AAPL icon
Apple
AAPL
+$285K

Top Sells

1
+$251K
2
+$222K
3
+$160K
4
MAR icon
Marriott International
MAR
+$117K
5
V icon
Visa
V
+$47.6K

Sector Composition

1 Technology 3.87%
2 Consumer Discretionary 3.4%
3 Communication Services 3.26%
4 Consumer Staples 0.64%
5 Industrials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$318K 0.31%
2,415
-235
27
$317K 0.31%
1,824
-274
28
$281K 0.27%
1,426
+4
29
$276K 0.27%
+1,978
30
$273K 0.27%
1,311
+82
31
$234K 0.23%
1,880
+128
32
$224K 0.22%
+4,184
33
$221K 0.22%
5,991
+47
34
$219K 0.21%
6,583
+40
35
$216K 0.21%
196,730
36
$26K 0.03%
87,500
1
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