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
$184M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$5.8M
2
+$3.33M
3
+$2.85M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.98M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.09M

Top Sells

1
+$4.16M
2
+$3.67M
3
+$2.26M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.38M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.02M

Sector Composition

1 Technology 4.87%
2 Consumer Discretionary 2.5%
3 Financials 1.58%
4 Healthcare 1.5%
5 Communication Services 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$858K 0.47%
14,825
-739
27
$819K 0.45%
3,824
-661
28
$763K 0.42%
2,417
-42
29
$732K 0.4%
8,974
-51,082
30
$711K 0.39%
3,424
+659
31
$626K 0.34%
5,033
-755
32
$587K 0.32%
17,731
+3,780
33
$568K 0.31%
3,742
+7
34
$525K 0.29%
+9,880
35
$467K 0.25%
6,613
-2,012
36
$447K 0.24%
980
+49
37
$444K 0.24%
1,669
+39
38
$431K 0.23%
1,396
+80
39
$399K 0.22%
2,543
-104
40
$391K 0.21%
737
-7
41
$374K 0.2%
3,110
-7
42
$374K 0.2%
8,913
+2,122
43
$373K 0.2%
7,289
-565
44
$365K 0.2%
1,040
+16
45
$354K 0.19%
3,192
+114
46
$342K 0.19%
5,374
-781
47
$331K 0.18%
1,875
-44
48
$331K 0.18%
1,737
-36
49
$329K 0.18%
+3,249
50
$327K 0.18%
4,405
+44
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