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
$195M
AUM Growth
-$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.7M
3
+$2.24M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.46M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.05M

Top Sells

1
+$6.54M
2
+$5.18M
3
+$1.48M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.38M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.23M

Sector Composition

1 Technology 4.95%
2 Consumer Discretionary 2.37%
3 Communication Services 1.49%
4 Healthcare 1.31%
5 Financials 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$281K 0.14%
547
-155
52
$280K 0.14%
6,909
+1,035
53
$279K 0.14%
2,560
+320
54
$273K 0.14%
+69,525
55
$257K 0.13%
4,371
-1,165
56
$254K 0.13%
6,481
-1,270
57
$248K 0.13%
1,418
+818
58
$244K 0.13%
+5,974
59
$239K 0.12%
1,747
+200
60
$236K 0.12%
+2,094
61
$228K 0.12%
1,788
+218
62
$227K 0.12%
4,441
-893
63
$226K 0.12%
7,170
+58
64
$218K 0.11%
2,308
-481
65
$216K 0.11%
3,738
-1,269
66
$206K 0.11%
+2,259
67
$204K 0.1%
4,266
-95
68
$201K 0.1%
+9,090
69
$201K 0.1%
+1,093
70
$161K 0.08%
13,997
-4,724
71
$110K 0.06%
43,502
-5,000
72
$49K 0.03%
11,000
73
– –
-40,056
74
– –
-6,450
75
– –
-720
1 2
3
4