BFWA

Benchmark Financial Wealth Advisors Portfolio holdings

AUM $361M
1-Year Est. Return 19.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$332M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$2.35M
3
+$2.17M
4
LVHI icon
Franklin International Low Volatility High Dividend Index ETF
LVHI
+$1.17M
5
NVDA icon
NVIDIA
NVDA
+$609K

Top Sells

1
+$3.02M
2
+$3.01M
3
+$1.2M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.03M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$560K

Sector Composition

1 Technology 9.52%
2 Financials 2.98%
3 Communication Services 2.38%
4 Consumer Discretionary 2.28%
5 Healthcare 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.72M 1.12%
52,156
+91
27
$3.16M 0.95%
12,997
+404
28
$3.04M 0.92%
51,206
-266
29
$3.04M 0.91%
5,064
+138
30
$2.67M 0.8%
3,630
-33
31
$2.11M 0.64%
6,396
+37
32
$1.86M 0.56%
44,351
+6,828
33
$1.72M 0.52%
14,728
-24
34
$1.65M 0.5%
16,510
+3,193
35
$1.61M 0.49%
5,111
-4
36
$1.42M 0.43%
8,607
+104
37
$1.36M 0.41%
22,727
+44
38
$1.31M 0.39%
7,679
+72
39
$1.29M 0.39%
12,572
+54
40
$1.21M 0.36%
2,409
+278
41
$1.21M 0.36%
3,304
+8
42
$1.12M 0.34%
19,645
-2,265
43
$1.11M 0.34%
21,601
+161
44
$1.11M 0.33%
3,244
+45
45
$1.09M 0.33%
7,714
-428
46
$1.07M 0.32%
23,744
-756
47
$1.03M 0.31%
15,599
+126
48
$966K 0.29%
3,966
+773
49
$946K 0.28%
18,350
-584
50
$924K 0.28%
2,675
+1,629
1
2
3 4 5