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
$182M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$795K
3
+$663K
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$649K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$481K

Top Sells

1
+$613K
2
+$282K
3
+$212K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$200K
5
AAPL icon
Apple
AAPL
+$186K

Sector Composition

1 Technology 6.16%
2 Consumer Discretionary 4.7%
3 Communication Services 1.93%
4 Healthcare 0.94%
5 Financials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.13M 0.62%
86,240
-680
27
$1.12M 0.62%
2,991
+420
28
$912K 0.5%
14,699
+20
29
$874K 0.48%
339,909
30
$801K 0.44%
3,664
+155
31
$639K 0.35%
3,131
32
$584K 0.32%
2,199
+94
33
$578K 0.32%
3,908
-35
34
$575K 0.32%
2,687
+83
35
$525K 0.29%
7,272
+5
36
$491K 0.27%
2,710
-170
37
$481K 0.26%
+1,996
38
$454K 0.25%
+3,318
39
$415K 0.23%
+8,524
40
$379K 0.21%
1,703
+317
41
$363K 0.2%
1,056
-25
42
$351K 0.19%
983
-57
43
$342K 0.19%
633
-32
44
$336K 0.18%
611
+35
45
$318K 0.18%
915
+39
46
$295K 0.16%
2,454
+2
47
$291K 0.16%
767
48
$287K 0.16%
10,350
49
$285K 0.16%
1,217
50
$276K 0.15%
+3,996
1
2
3