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
$361M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$7.01M
2
+$4.61M
3
+$4.31M
4
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
+$2.71M
5
LVHI icon
Franklin International Low Volatility High Dividend Index ETF
LVHI
+$2.71M

Top Sells

1
+$4.14M
2
+$3.02M
3
+$1.79M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.15M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.07M

Sector Composition

1 Technology 8.89%
2 Financials 2.58%
3 Communication Services 2.39%
4 Consumer Discretionary 2.06%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WMT icon
51
Walmart Inc
WMT
$923B
$1.05M 0.29%
8,477
-128
CSCO icon
52
Cisco
CSCO
$475B
$1.04M 0.29%
13,439
+2,468
XLK icon
53
State Street Technology Select Sector SPDR ETF
XLK
$124B
$1.03M 0.28%
7,726
-157
MRK icon
54
Merck
MRK
$293B
$1.01M 0.28%
8,360
+1,896
BAC icon
55
Bank of America
BAC
$366B
$999K 0.28%
20,496
+4,770
FBND icon
56
Fidelity Total Bond ETF
FBND
$26.1B
$898K 0.25%
19,690
+3,937
LLY icon
57
Eli Lilly
LLY
$985B
$888K 0.25%
966
+87
IAU icon
58
iShares Gold Trust
IAU
$70.6B
$842K 0.23%
+9,548
ABBV icon
59
AbbVie
ABBV
$385B
$821K 0.23%
3,774
+470
IWD icon
60
iShares Russell 1000 Value ETF
IWD
$75.5B
$774K 0.21%
3,622
-123
JEPI icon
61
JPMorgan Equity Premium Income ETF
JEPI
$44.6B
$765K 0.21%
13,505
-2,630
ASML icon
62
ASML
ASML
$622B
$747K 0.21%
565
+131
KO icon
63
Coca-Cola
KO
$340B
$682K 0.19%
8,962
+1,548
VZ icon
64
Verizon
VZ
$200B
$680K 0.19%
13,539
+1,732
CVX icon
65
Chevron
CVX
$363B
$662K 0.18%
3,199
+929
WFC icon
66
Wells Fargo
WFC
$237B
$659K 0.18%
8,272
-498
AMGN icon
67
Amgen
AMGN
$182B
$643K 0.18%
1,827
+496
FNCL icon
68
Fidelity MSCI Financials Index ETF
FNCL
$2.18B
$635K 0.18%
9,042
-691
UNH icon
69
UnitedHealth
UNH
$345B
$626K 0.17%
2,313
-591
GS icon
70
Goldman Sachs
GS
$303B
$574K 0.16%
678
+13
HD icon
71
Home Depot
HD
$316B
$573K 0.16%
1,743
+169
MAR icon
72
Marriott International
MAR
$99B
$573K 0.16%
1,751
+12
VB icon
73
Vanguard Small-Cap ETF
VB
$78.7B
$563K 0.16%
2,149
-1
LMT icon
74
Lockheed Martin
LMT
$122B
$533K 0.15%
882
+174
TSLA icon
75
Tesla
TSLA
$1.64T
$526K 0.15%
1,416
-287
1 2
3
4 5