BFWA

Benchmark Financial Wealth Advisors Portfolio holdings

AUM $348M
1-Year Est. Return 17.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$302M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$2.68M
3
+$1.63M
4
DBND icon
DoubleLine Opportunistic Bond ETF
DBND
+$1.25M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.22M

Top Sells

1
+$3.05M
2
+$1.63M
3
+$1.15M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$861K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$611K

Sector Composition

1 Technology 8.71%
2 Financials 2.96%
3 Consumer Discretionary 2.44%
4 Communication Services 2.2%
5 Consumer Staples 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.87M 0.95%
+51,472
27
$2.72M 0.9%
4,926
+3,287
28
$2.7M 0.89%
3,663
+40
29
$2.22M 0.73%
12,593
+31
30
$1.75M 0.58%
6,359
-429
31
$1.57M 0.52%
3,688
-143
32
$1.48M 0.49%
5,115
+977
33
$1.48M 0.49%
37,523
+8,842
34
$1.29M 0.43%
22,683
+2,172
35
$1.28M 0.42%
8,503
+7
36
$1.25M 0.41%
13,317
+3,742
37
$1.25M 0.41%
21,910
-2,178
38
$1.24M 0.41%
12,518
-58
39
$1.14M 0.38%
7,607
+46
40
$1.14M 0.38%
3,199
+93
41
$1.13M 0.38%
24,500
+1,934
42
$1.12M 0.37%
3,296
+1,738
43
$1.04M 0.34%
2,131
+205
44
$1.03M 0.34%
8,142
+26
45
$1.01M 0.34%
21,440
+2,164
46
$953K 0.32%
+9,467
47
$930K 0.31%
939
+22
48
$907K 0.3%
15,473
+623
49
$742K 0.25%
3,822
-49
50
$736K 0.24%
7,524
+274
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