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
$213M
AUM Growth
-$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$1.88M
3
+$1.57M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.05M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$499K

Top Sells

1
+$599K
2
+$569K
3
+$363K
4
JNJ icon
Johnson & Johnson
JNJ
+$322K
5
PFE icon
Pfizer
PFE
+$252K

Sector Composition

1 Technology 6.25%
2 Consumer Discretionary 2.57%
3 Financials 1.78%
4 Communication Services 1.38%
5 Healthcare 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$986K 0.46%
3,706
+718
27
$972K 0.46%
10,253
+208
28
$961K 0.45%
3,201
+13
29
$928K 0.44%
15,989
+536
30
$854K 0.4%
5,210
+209
31
$825K 0.39%
3,588
-99
32
$780K 0.37%
12,997
33
$775K 0.36%
7,237
+56
34
$682K 0.32%
2,258
+13
35
$569K 0.27%
20,776
+447
36
$554K 0.26%
9,141
+53
37
$544K 0.26%
3,582
38
$501K 0.24%
1,430
-18
39
$484K 0.23%
857
-20
40
$434K 0.2%
808
+19
41
$406K 0.19%
1,034
+9
42
$400K 0.19%
9,144
+578
43
$380K 0.18%
7,122
-90
44
$369K 0.17%
3,582
+328
45
$361K 0.17%
2,369
-144
46
$344K 0.16%
328,978
47
$333K 0.16%
1,738
+1
48
$324K 0.15%
642
-59
49
$317K 0.15%
1,072
50
$308K 0.15%
2,340
-432
1
2
3