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
$183M
AUM Growth
+$1.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$551K
3
+$442K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$380K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$327K

Top Sells

1
+$2.41M
2
+$1.3M
3
+$1.13M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$945K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$793K

Sector Composition

1 Technology 4.69%
2 Consumer Discretionary 2.95%
3 Communication Services 1.67%
4 Financials 1.01%
5 Healthcare 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$956K 0.52%
3,245
-1,063
27
$909K 0.5%
2,285
-2,852
28
$897K 0.49%
14,213
-486
29
$894K 0.49%
339,978
+69
30
$654K 0.36%
8,346
+1,074
31
$653K 0.36%
3,085
-579
32
$594K 0.32%
3,222
+512
33
$589K 0.32%
1,928
-271
34
$577K 0.31%
2,267
-420
35
$577K 0.31%
3,720
+589
36
$559K 0.31%
1,180
+203
37
$503K 0.27%
3,320
+2
38
$485K 0.26%
1,997
+1
39
$451K 0.25%
1,413
-2,483
40
$380K 0.21%
+3,027
41
$375K 0.2%
229
+76
42
$338K 0.18%
4,694
+698
43
$327K 0.18%
+2,799
44
$310K 0.17%
2,430
-24
45
$302K 0.16%
6,932
+39
46
$283K 0.15%
3,801
+51
47
$269K 0.15%
+6,875
48
$264K 0.14%
1,609
-49
49
$243K 0.13%
4,434
50
$241K 0.13%
678
-305
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