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
$195M
AUM Growth
-$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.7M
3
+$2.24M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.46M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.05M

Top Sells

1
+$6.54M
2
+$5.18M
3
+$1.48M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.38M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.23M

Sector Composition

1 Technology 4.95%
2 Consumer Discretionary 2.37%
3 Communication Services 1.49%
4 Healthcare 1.31%
5 Financials 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.12M 0.57%
14,563
+101
27
$1.12M 0.57%
73,700
-620
28
$916K 0.47%
2,417
+322
29
$832K 0.43%
6,546
-494
30
$677K 0.35%
4,201
+1,067
31
$666K 0.34%
2,428
-122
32
$576K 0.3%
8,608
-114
33
$566K 0.29%
2,873
-13
34
$513K 0.26%
3,539
-263
35
$486K 0.25%
2,223
-162
36
$447K 0.23%
932
+20
37
$409K 0.21%
1,179
+495
38
$405K 0.21%
2,280
+273
39
$395K 0.2%
12,686
-22
40
$392K 0.2%
+8,234
41
$388K 0.2%
7,405
+528
42
$372K 0.19%
4,081
+150
43
$332K 0.17%
+3,308
44
$330K 0.17%
2,160
+246
45
$313K 0.16%
2,214
+25
46
$312K 0.16%
2,364
-31
47
$298K 0.15%
5,953
+12
48
$297K 0.15%
4,729
+767
49
$293K 0.15%
325,478
-14,500
50
$290K 0.15%
1,062
+70
1
2
3 4