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
$136M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$6.7M
3
+$5.44M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.12M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$5.04M

Top Sells

1
+$10.1M
2
+$5.58M
3
+$4.92M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.62M
5
VTV icon
Vanguard Value ETF
VTV
+$2.26M

Sector Composition

1 Technology 5.09%
2 Consumer Discretionary 4%
3 Communication Services 2.22%
4 Financials 0.83%
5 Industrials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$208K 0.15%
+2,500
52
$201K 0.15%
+8,786
53
$195K 0.14%
+11,000
54
$89K 0.07%
+10,000
55
$68K 0.05%
+20,000
56
$13K 0.01%
+14,386
57
– –
-4,265
58
– –
-5,810
1 2
3