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
$235M
AUM Growth
-$3.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$2.64M
3
+$1.23M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.16M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$972K

Top Sells

1
+$15.9M
2
+$640K
3
+$245K
4
CRM icon
Salesforce
CRM
+$229K
5
LOW icon
Lowe's Companies
LOW
+$221K

Sector Composition

1 Technology 5.41%
2 Consumer Discretionary 2.65%
3 Communication Services 1.44%
4 Financials 1.25%
5 Healthcare 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$356K 0.15%
6,877
-231
52
$354K 0.15%
2,395
-482
53
$350K 0.15%
992
+16
54
$340K 0.14%
3,101
+1,161
55
$335K 0.14%
+5,334
56
$313K 0.13%
2,240
-120
57
$303K 0.13%
1,914
+130
58
$299K 0.13%
5,941
+6
59
$296K 0.13%
1,547
-363
60
$292K 0.12%
5,874
+1,368
61
$285K 0.12%
2,189
62
$284K 0.12%
684
-8
63
$263K 0.11%
7,112
+19
64
$261K 0.11%
720
+3
65
$257K 0.11%
4,361
+35
66
$246K 0.1%
3,962
+179
67
$240K 0.1%
+1,570
68
$231K 0.1%
+642
69
$225K 0.1%
600
+60
70
$220K 0.09%
616
-32
71
$210K 0.09%
+1,164
72
$209K 0.09%
375
-16
73
$204K 0.09%
6,450
74
$204K 0.09%
+5,007
75
$190K 0.08%
+18,721
1 2
3
4