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
$209M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$1.52M
3
+$1.26M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$913K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$681K

Top Sells

1
+$243K
2
+$219K
3
+$204K
4
BAC icon
Bank of America
BAC
+$200K
5
DIS icon
Walt Disney
DIS
+$85.4K

Sector Composition

1 Technology 4.94%
2 Consumer Discretionary 2.94%
3 Communication Services 1.62%
4 Financials 1.02%
5 Healthcare 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 0.55%
3,287
+42
27
$1.03M 0.49%
12,168
+3,822
28
$1.02M 0.49%
8,086
+5,287
29
$1.01M 0.48%
339,978
30
$1M 0.48%
2,325
+40
31
$954K 0.46%
14,278
+65
32
$763K 0.36%
8,379
+3,660
33
$747K 0.36%
3,194
+109
34
$688K 0.33%
2,156
+228
35
$653K 0.31%
2,404
+407
36
$599K 0.29%
3,777
+457
37
$572K 0.27%
2,504
+1,360
38
$548K 0.26%
4,278
+1,251
39
$519K 0.25%
2,167
-100
40
$501K 0.24%
1,414
+1
41
$490K 0.23%
3,720
42
$481K 0.23%
2,736
-486
43
$411K 0.2%
5,495
+801
44
$373K 0.18%
3,837
+36
45
$341K 0.16%
2,431
+1
46
$304K 0.15%
6,710
-165
47
$285K 0.14%
6,973
+41
48
$273K 0.13%
+690
49
$272K 0.13%
703
50
$266K 0.13%
1,615
+6
1
2
3