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
$232M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$9.84M
2
+$4.7M
3
+$2.44M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.79M
5
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$1.77M

Top Sells

1
+$22.2M
2
+$3.74M
3
+$949K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$335K
5
DHR icon
Danaher
DHR
+$209K

Sector Composition

1 Technology 6.78%
2 Consumer Discretionary 2.73%
3 Financials 1.92%
4 Communication Services 1.4%
5 Healthcare 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 0.6%
22,074
-14,988
27
$1.14M 0.49%
3,219
+18
28
$1.1M 0.48%
3,640
-66
29
$1.09M 0.47%
10,500
+247
30
$1.06M 0.46%
5,527
+317
31
$955K 0.41%
7,297
+60
32
$936K 0.4%
3,594
+6
33
$852K 0.37%
13,127
+130
34
$782K 0.34%
15,244
-745
35
$744K 0.32%
2,147
-111
36
$723K 0.31%
19,887
-610,081
37
$690K 0.3%
20,505
-271
38
$623K 0.27%
9,189
+48
39
$604K 0.26%
3,653
+71
40
$583K 0.25%
12,175
+3,031
41
$571K 0.25%
865
+8
42
$538K 0.23%
1,314
+501
43
$536K 0.23%
+1,250
44
$529K 0.23%
1,482
+52
45
$477K 0.21%
819
+11
46
$465K 0.2%
1,785
+47
47
$455K 0.2%
1,041
+7
48
$447K 0.19%
4,000
+600
49
$435K 0.19%
3,988
+406
50
$426K 0.18%
2,377
+8
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2
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