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
$182M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$795K
3
+$663K
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$649K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$481K

Top Sells

1
+$613K
2
+$282K
3
+$212K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$200K
5
AAPL icon
Apple
AAPL
+$186K

Sector Composition

1 Technology 6.16%
2 Consumer Discretionary 4.7%
3 Communication Services 1.93%
4 Healthcare 0.94%
5 Financials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$264K 0.15%
6,862
+49
52
$261K 0.14%
1,658
+4
53
$256K 0.14%
1,151
+171
54
$256K 0.14%
759
55
$253K 0.14%
1,180
+75
56
$249K 0.14%
4,434
57
$248K 0.14%
6,893
+41
58
$243K 0.13%
+3,750
59
$241K 0.13%
+2,248
60
$238K 0.13%
+1,124
61
$236K 0.13%
6,424
-223
62
$215K 0.12%
3,661
-677
63
$214K 0.12%
3,895
-174
64
$208K 0.11%
1,164
65
$202K 0.11%
+1,261
66
$172K 0.09%
43,502
-2,062
67
$123K 0.07%
11,000
-2,685
68
– –
-13,093
69
– –
-12,500
70
– –
-10,000
1 2
3