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
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$6.17M
3
+$3.51M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.53M
5
SMMD icon
iShares Russell 2500 ETF
SMMD
+$577K

Top Sells

1
+$13.8M
2
+$12.7M
3
+$5.19M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$1.78M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.73M

Sector Composition

1 Technology 6.01%
2 Consumer Discretionary 2.68%
3 Financials 1.64%
4 Healthcare 1.3%
5 Communication Services 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$789K 0.41%
3,501
+77
27
$772K 0.4%
8,700
-274
28
$762K 0.39%
5,045
+12
29
$680K 0.35%
2,306
-111
30
$649K 0.33%
3,064
-46
31
$603K 0.31%
2,467
-1,357
32
$600K 0.31%
20,976
+3,245
33
$545K 0.28%
3,577
-165
34
$483K 0.25%
971
-9
35
$458K 0.24%
9,087
+4,357
36
$438K 0.23%
5,940
-673
37
$436K 0.22%
1,413
+17
38
$429K 0.22%
9,494
+581
39
$419K 0.22%
2,570
+27
40
$392K 0.2%
1,043
+3
41
$391K 0.2%
4,447
+42
42
$369K 0.19%
1,737
43
$348K 0.18%
3,266
+74
44
$347K 0.18%
734
-3
45
$342K 0.18%
6,951
+72
46
$341K 0.18%
3,738
-139,626
47
$322K 0.17%
1,190
48
$320K 0.16%
3,288
+39
49
$293K 0.15%
7,178
-111
50
$291K 0.15%
8,258
+65
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2
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