BFWA

Benchmark Financial Wealth Advisors Portfolio holdings

AUM $332M
1-Year Est. Return 15.83%
This Quarter Est. Return
1 Year Est. Return
+15.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$312M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$1.5M
3
+$1.39M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.37M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.28M

Top Sells

1
+$1.22M
2
+$1.06M
3
+$1M
4
NVDA icon
NVIDIA
NVDA
+$557K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$330K

Sector Composition

1 Technology 9.06%
2 Consumer Discretionary 2.77%
3 Financials 2.05%
4 Communication Services 1.7%
5 Healthcare 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.7M 0.54%
4,232
+35
27
$1.5M 0.48%
+33,506
28
$1.48M 0.48%
10,636
+17
29
$1.48M 0.47%
6,391
+37
30
$1.42M 0.46%
29,699
+14,030
31
$1.39M 0.45%
4,993
-576
32
$1.39M 0.45%
14,560
-251
33
$1.32M 0.42%
5,689
-335
34
$1.29M 0.41%
7,486
+38
35
$1.27M 0.41%
22,030
+3,473
36
$1.17M 0.38%
20,743
+1,193
37
$1.1M 0.35%
2,159
+149
38
$960K 0.31%
+4,901
39
$952K 0.31%
3,011
-11
40
$948K 0.3%
1,759
+191
41
$930K 0.3%
21,165
+1,663
42
$922K 0.3%
3,846
+67
43
$909K 0.29%
+1,919
44
$845K 0.27%
922
+1
45
$838K 0.27%
9,272
-773
46
$807K 0.26%
1,780
47
$801K 0.26%
+16,575
48
$768K 0.25%
1,974
-55
49
$715K 0.23%
13,674
+910
50
$715K 0.23%
3,862
-11
1
2
3 4 5