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
$155M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.43M
3
+$1.17M
4
BMY icon
Bristol-Myers Squibb
BMY
+$885K
5
AAPL icon
Apple
AAPL
+$795K

Top Sells

1
+$457K
2
+$232K
3
+$216K
4
BX icon
Blackstone
BX
+$209K
5
NVAX icon
Novavax
NVAX
+$208K

Sector Composition

1 Technology 6.58%
2 Consumer Discretionary 4.34%
3 Communication Services 2.23%
4 Healthcare 1.12%
5 Financials 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$246K 0.16%
+1,654
52
$243K 0.16%
1,105
-139
53
$240K 0.15%
+1,217
54
$231K 0.15%
6,647
-433
55
$222K 0.14%
+6,852
56
$211K 0.14%
+980
57
$206K 0.13%
+1,164
58
$202K 0.13%
13,685
+2,685
59
$201K 0.13%
4,069
-1,497
60
$168K 0.11%
45,564
+25,564
61
$96K 0.06%
+12,500
62
$87K 0.06%
+10,000
63
– –
-3,688
64
– –
-10,000
65
– –
-2,500
66
– –
-14,386
1 2
3