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
$235M
AUM Growth
-$3.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$2.64M
3
+$1.23M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.16M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$972K

Top Sells

1
+$15.9M
2
+$640K
3
+$245K
4
CRM icon
Salesforce
CRM
+$229K
5
LOW icon
Lowe's Companies
LOW
+$221K

Sector Composition

1 Technology 5.41%
2 Consumer Discretionary 2.65%
3 Communication Services 1.44%
4 Financials 1.25%
5 Healthcare 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.48M 0.63%
40,607
+3,599
27
$1.12M 0.48%
7,040
+188
28
$1.06M 0.45%
14,462
-4
29
$951K 0.4%
2,095
+4
30
$763K 0.32%
2,550
+173
31
$712K 0.3%
6,300
+2,000
32
$697K 0.3%
3,134
-560
33
$662K 0.28%
8,722
-55
34
$662K 0.28%
2,385
+3
35
$640K 0.27%
2,886
-240
36
$631K 0.27%
3,802
+15
37
$625K 0.27%
928
+120
38
$600K 0.25%
8,990
+3,000
39
$584K 0.25%
+3,469
40
$581K 0.25%
339,978
41
$529K 0.22%
4,942
-148,272
42
$525K 0.22%
912
+34
43
$524K 0.22%
12,708
+6,082
44
$499K 0.21%
3,931
+42
45
$453K 0.19%
40,056
+4,467
46
$385K 0.16%
5,536
+3
47
$383K 0.16%
2,789
-29
48
$376K 0.16%
7,751
+293
49
$358K 0.15%
702
-31
50
$356K 0.15%
2,007
+233
1
2
3 4