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
$300M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$4.05M
2
+$1.41M
3
+$1.22M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.08M
5
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$1.04M

Top Sells

1
+$677K
2
+$521K
3
+$358K
4
BA icon
Boeing
BA
+$321K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$283K

Sector Composition

1 Technology 8.9%
2 Consumer Discretionary 2.7%
3 Financials 2%
4 Healthcare 1.78%
5 Communication Services 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.58M 0.53%
4,197
+464
27
$1.42M 0.47%
14,811
-1,381
28
$1.4M 0.47%
10,619
+148
29
$1.38M 0.46%
5,569
-692
30
$1.36M 0.45%
6,024
+149
31
$1.22M 0.41%
+24,372
32
$1.14M 0.38%
7,448
+46
33
$1.1M 0.37%
18,557
+1,754
34
$1.1M 0.37%
6,354
+2,264
35
$1.01M 0.34%
19,550
+933
36
$981K 0.33%
2,010
+43
37
$831K 0.28%
3,022
-357
38
$827K 0.28%
15,669
+237
39
$827K 0.28%
1,568
+61
40
$822K 0.27%
2,029
+82
41
$819K 0.27%
1,780
+264
42
$817K 0.27%
921
+34
43
$811K 0.27%
10,045
+54
44
$797K 0.27%
3,779
+798
45
$788K 0.26%
6,938
+817
46
$774K 0.26%
19,502
-3,925
47
$771K 0.26%
871
+16
48
$735K 0.25%
3,873
+787
49
$676K 0.23%
9,225
-56
50
$658K 0.22%
1,126
+396
1
2
3 4 5