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
$136M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$6.7M
3
+$5.44M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.12M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$5.04M

Top Sells

1
+$10.1M
2
+$5.58M
3
+$4.92M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.62M
5
VTV icon
Vanguard Value ETF
VTV
+$2.26M

Sector Composition

1 Technology 5.09%
2 Consumer Discretionary 4%
3 Communication Services 2.22%
4 Financials 0.83%
5 Industrials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$787K 0.58%
82,880
+28,560
27
$747K 0.55%
8,708
+3,820
28
$744K 0.55%
2,412
+209
29
$664K 0.49%
3,436
+1,287
30
$593K 0.44%
341,039
31
$575K 0.42%
+2,296
32
$540K 0.4%
+2,182
33
$485K 0.36%
8,480
-9,543
34
$466K 0.34%
99
+59
35
$458K 0.34%
2,499
+1,136
36
$347K 0.26%
3,113
+959
37
$305K 0.22%
1,076
+187
38
$300K 0.22%
6,600
+810
39
$283K 0.21%
2,450
+29
40
$276K 0.2%
+5,003
41
$262K 0.19%
+840
42
$261K 0.19%
+645
43
$249K 0.18%
+5,566
44
$249K 0.18%
+843
45
$234K 0.17%
6,765
+53
46
$229K 0.17%
+1,244
47
$220K 0.16%
+7,080
48
$218K 0.16%
+10,350
49
$214K 0.16%
+1,145
50
$209K 0.15%
+3,688
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