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
$216M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$5.83M
2
+$2.8M
3
+$1.12M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.07M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$684K

Top Sells

1
+$1.35M
2
+$883K
3
+$865K
4
NVDA icon
NVIDIA
NVDA
+$357K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$341K

Sector Composition

1 Technology 6.6%
2 Consumer Discretionary 2.76%
3 Financials 1.71%
4 Healthcare 1.33%
5 Communication Services 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$981K 0.45%
10,045
+1,345
27
$915K 0.42%
3,188
+124
28
$876K 0.41%
3,687
+186
29
$870K 0.4%
5,001
-44
30
$822K 0.38%
2,988
+521
31
$814K 0.38%
12,997
-224
32
$697K 0.32%
2,245
-61
33
$668K 0.31%
7,181
+2,734
34
$583K 0.27%
20,329
-647
35
$565K 0.26%
3,582
+5
36
$523K 0.24%
9,088
+1
37
$494K 0.23%
1,448
+35
38
$472K 0.22%
877
-94
39
$436K 0.2%
2,513
-57
40
$421K 0.2%
328,978
41
$418K 0.19%
1,025
-18
42
$396K 0.18%
8,566
-928
43
$378K 0.18%
7,212
+261
44
$376K 0.17%
3,254
-12
45
$370K 0.17%
+789
46
$367K 0.17%
1,737
47
$363K 0.17%
+3,706
48
$349K 0.16%
1,072
-118
49
$338K 0.16%
+5,170
50
$337K 0.16%
701
-33
1
2
3 4