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
$99.3M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.65M
3
+$1.59M
4
SDOW icon
ProShares UltraPro Short Dow 30
SDOW
+$1.35M
5
SPXU icon
ProShares UltraPro Short S&P 500
SPXU
+$483K

Top Sells

1
+$1.12M
2
+$667K
3
+$326K
4
VTV icon
Vanguard Value ETF
VTV
+$230K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$219K

Sector Composition

1 Technology 3.76%
2 Consumer Discretionary 2.98%
3 Communication Services 1.54%
4 Industrials 0.64%
5 Financials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$366K 0.37%
4,888
27
$358K 0.36%
54,320
-7,760
28
$346K 0.35%
2,149
+171
29
$344K 0.35%
4,286
+1,966
30
$284K 0.29%
+4,265
31
$257K 0.26%
2,421
+2
32
$217K 0.22%
+5,790
33
$214K 0.22%
6,712
+29
34
$210K 0.21%
889
+170
35
$208K 0.21%
2,154
+12
36
$207K 0.21%
5,810
-3,212
37
$203K 0.2%
1,363
+122
38
– –
-3,626
39
– –
-976
40
– –
-327
41
– –
-87,500
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