BFWA

Benchmark Financial Wealth Advisors Portfolio holdings

AUM $302M
1-Year Est. Return 14.04%
This Quarter Est. Return
1 Year Est. Return
+14.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$1.52M
3
+$1.26M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$913K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$681K

Top Sells

1
+$243K
2
+$219K
3
+$204K
4
BAC icon
Bank of America
BAC
+$200K
5
DIS icon
Walt Disney
DIS
+$85.4K

Sector Composition

1 Technology 4.94%
2 Consumer Discretionary 2.94%
3 Communication Services 1.62%
4 Financials 1.02%
5 Healthcare 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$266K 0.13%
+675
52
$263K 0.13%
721
+43
53
$252K 0.12%
6,431
+462
54
$251K 0.12%
1,088
+99
55
$249K 0.12%
897
+82
56
$249K 0.12%
4,606
+803
57
$248K 0.12%
3,927
+63
58
$246K 0.12%
466
+67
59
$240K 0.11%
+4,512
60
$228K 0.11%
+1,630
61
$226K 0.11%
3,793
-1
62
$224K 0.11%
+407
63
$220K 0.11%
+549
64
$215K 0.1%
+6,950
65
$208K 0.1%
+712
66
$196K 0.09%
48,502
67
$94K 0.04%
11,000
68
– –
-5,179
69
– –
-4,434
70
– –
-664
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