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
$184M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$5.8M
2
+$3.33M
3
+$2.85M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.98M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.09M

Top Sells

1
+$4.16M
2
+$3.67M
3
+$2.26M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.38M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.02M

Sector Composition

1 Technology 4.87%
2 Consumer Discretionary 2.5%
3 Financials 1.58%
4 Healthcare 1.5%
5 Communication Services 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$325K 0.18%
6,879
-654
52
$325K 0.18%
6,494
-1,769
53
$304K 0.17%
328,978
+3,500
54
$299K 0.16%
4,730
+128
55
$299K 0.16%
7,231
+309
56
$282K 0.15%
+6,167
57
$262K 0.14%
1,864
-515
58
$262K 0.14%
8,193
+453
59
$261K 0.14%
2,937
-28
60
$255K 0.14%
1,905
-135
61
$255K 0.14%
1,190
62
$251K 0.14%
1,650
-1,140
63
$239K 0.13%
2,747
+91
64
$228K 0.12%
970
+10
65
$223K 0.12%
+1,314
66
$217K 0.12%
+825
67
$214K 0.12%
+1,073
68
$201K 0.11%
1,826
-183
69
$198K 0.11%
69,525
70
$13.4K 0.01%
10,752
71
– –
-2,309
72
– –
-37,610
73
– –
-4,217
74
– –
-983
75
– –
-72,919
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3