BFWA

Benchmark Financial Wealth Advisors Portfolio holdings

AUM $332M
1-Year Est. Return 15.83%
This Quarter Est. Return
1 Year Est. Return
+15.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.85M
3
+$1.4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$793K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$651K

Top Sells

1
+$126K
2
+$66K
3
+$29.2K
4
AAPL icon
Apple
AAPL
+$25.5K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$15K

Sector Composition

1 Technology 3.32%
2 Consumer Discretionary 2.9%
3 Communication Services 1.34%
4 Industrials 0.93%
5 Financials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$372K 0.31%
1,978
+1
27
$365K 0.3%
62,080
-4,960
28
$326K 0.27%
327
29
$310K 0.26%
2,142
+15
30
$310K 0.26%
2,419
+2
31
$251K 0.21%
6,683
+58
32
$225K 0.19%
16
33
$213K 0.18%
976
+2
34
$213K 0.18%
+719
35
$213K 0.18%
+2,320
36
$203K 0.17%
+3,626
37
$201K 0.17%
100
38
$131K 0.11%
87,500
1
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