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
$210M
AUM Growth
+$882K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$1.01M
3
+$989K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$919K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$817K

Top Sells

1
+$2.48M
2
+$2.44M
3
+$1.03M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$779K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$501K

Sector Composition

1 Technology 5.03%
2 Consumer Discretionary 2.66%
3 Communication Services 1.9%
4 Financials 1.12%
5 Healthcare 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 0.58%
3,589
+302
27
$1.05M 0.5%
339,978
28
$982K 0.47%
6,579
-1,648
29
$846K 0.4%
14,294
+16
30
$787K 0.37%
1,828
-497
31
$683K 0.32%
3,066
-128
32
$668K 0.32%
2,036
-120
33
$659K 0.31%
2,406
+2
34
$638K 0.3%
9,008
-34,519
35
$592K 0.28%
3,782
+5
36
$578K 0.27%
4,300
+580
37
$525K 0.25%
5,990
-2,389
38
$499K 0.24%
2,947
+211
39
$482K 0.23%
2,236
-268
40
$454K 0.22%
3,357
-18,348
41
$449K 0.21%
3,860
+23
42
$423K 0.2%
1,922
-245
43
$410K 0.19%
+10,561
44
$408K 0.19%
5,495
45
$360K 0.17%
801
+111
46
$317K 0.15%
520
+54
47
$316K 0.15%
6,810
+100
48
$307K 0.15%
7,136
+705
49
$302K 0.14%
2,276
-155
50
$276K 0.13%
1,711
+96
1
2
3