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
$155M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.43M
3
+$1.17M
4
BMY icon
Bristol-Myers Squibb
BMY
+$885K
5
AAPL icon
Apple
AAPL
+$795K

Top Sells

1
+$457K
2
+$232K
3
+$216K
4
BX icon
Blackstone
BX
+$209K
5
NVAX icon
Novavax
NVAX
+$208K

Sector Composition

1 Technology 6.58%
2 Consumer Discretionary 4.34%
3 Communication Services 2.23%
4 Healthcare 1.12%
5 Financials 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$885K 0.57%
+14,679
27
$861K 0.55%
2,571
+159
28
$858K 0.55%
986
+200
29
$826K 0.53%
8,926
+218
30
$777K 0.5%
2,798
+616
31
$702K 0.45%
3,509
+73
32
$602K 0.39%
339,909
-1,130
33
$585K 0.38%
2,105
-191
34
$457K 0.29%
153
+54
35
$444K 0.29%
7,267
-1,213
36
$430K 0.28%
2,604
+105
37
$357K 0.23%
2,880
-233
38
$357K 0.23%
+759
39
$352K 0.23%
1,040
+197
40
$348K 0.22%
1,386
+241
41
$333K 0.21%
1,081
+5
42
$333K 0.21%
6,650
+50
43
$289K 0.19%
876
+36
44
$285K 0.18%
2,452
+2
45
$282K 0.18%
13,093
+4,307
46
$279K 0.18%
576
-69
47
$258K 0.17%
4,338
-665
48
$257K 0.17%
10,350
49
$248K 0.16%
6,813
+48
50
$247K 0.16%
+4,434
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