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
$270M
AUM Growth
+$8.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.55M
3
+$1.2M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.09M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$831K

Top Sells

1
+$1.69M
2
+$1.68M
3
+$1.08M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$697K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$490K

Sector Composition

1 Technology 8.68%
2 Consumer Discretionary 3%
3 Financials 1.89%
4 Communication Services 1.76%
5 Healthcare 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.51M 0.56%
28,950
+2,055
27
$1.43M 0.53%
16,192
+601
28
$1.36M 0.5%
3,733
+55
29
$1.33M 0.49%
10,471
+11
30
$1.33M 0.49%
5,875
+221
31
$952K 0.35%
16,803
+4,470
32
$943K 0.35%
1,967
+570
33
$932K 0.35%
23,427
+2,033
34
$916K 0.34%
7,402
+51
35
$887K 0.33%
3,379
-116
36
$774K 0.29%
855
-25
37
$773K 0.29%
18,617
+2,089
38
$763K 0.28%
15,432
+1,686
39
$758K 0.28%
6,121
+1,245
40
$754K 0.28%
887
-56
41
$754K 0.28%
1,507
+8
42
$689K 0.26%
9,281
+49
43
$676K 0.25%
9,991
+1,847
44
$670K 0.25%
1,947
-160
45
$657K 0.24%
4,090
+50
46
$617K 0.23%
1,516
-52
47
$603K 0.22%
2,981
+335
48
$551K 0.2%
2,582
+9
49
$538K 0.2%
3,086
-573
50
$525K 0.19%
11,525
+1,737
1
2
3 4