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
$262M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.48M
3
+$1.43M
4
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$1.41M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.31M

Top Sells

1
+$1.77M
2
+$1.24M
3
+$723K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$721K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$549K

Sector Composition

1 Technology 7.22%
2 Consumer Discretionary 3.06%
3 Financials 2.03%
4 Healthcare 1.76%
5 Communication Services 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 0.54%
+26,895
27
$1.24M 0.47%
3,678
+38
28
$1.23M 0.47%
10,460
-40
29
$1.18M 0.45%
5,654
+127
30
$1.06M 0.41%
35,671
+21,725
31
$976K 0.37%
3,495
-99
32
$966K 0.37%
7,351
+54
33
$896K 0.34%
16,528
+1,284
34
$815K 0.31%
12,008
-1,119
35
$811K 0.31%
21,394
+889
36
$808K 0.31%
2,107
-40
37
$722K 0.28%
9,232
+43
38
$720K 0.28%
1,499
+458
39
$714K 0.27%
12,333
+7,072
40
$691K 0.26%
943
+78
41
$690K 0.26%
13,746
+1,571
42
$685K 0.26%
880
+61
43
$659K 0.25%
1,568
+86
44
$655K 0.25%
3,659
+6
45
$643K 0.25%
4,876
+888
46
$620K 0.24%
1,397
+83
47
$548K 0.21%
2,573
+196
48
$536K 0.2%
4,040
+40
49
$530K 0.2%
2,646
+380
50
$490K 0.19%
8,144
+1,022
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