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
$216M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$5.83M
2
+$2.8M
3
+$1.12M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.07M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$684K

Top Sells

1
+$1.35M
2
+$883K
3
+$865K
4
NVDA icon
NVIDIA
NVDA
+$357K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$341K

Sector Composition

1 Technology 6.6%
2 Consumer Discretionary 2.76%
3 Financials 1.71%
4 Healthcare 1.33%
5 Communication Services 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$335K 0.16%
2,772
+107
52
$322K 0.15%
4,120
-1,820
53
$322K 0.15%
1,947
+78
54
$318K 0.15%
3,257
-31
55
$302K 0.14%
8,609
+351
56
$294K 0.14%
6,890
-386
57
$285K 0.13%
6,281
+48
58
$284K 0.13%
+3,280
59
$277K 0.13%
750
+90
60
$254K 0.12%
4,226
-258
61
$253K 0.12%
1,784
-37
62
$253K 0.12%
1,121
+17
63
$252K 0.12%
6,860
-318
64
$250K 0.12%
1,716
-200
65
$239K 0.11%
+4,623
66
$234K 0.11%
1,314
67
$225K 0.1%
754
-37
68
$216K 0.1%
1,013
+61
69
$206K 0.1%
+1,353
70
$45.4K 0.02%
10,615
71
$17.3K 0.01%
34,525
-35,000
72
– –
-2,380
73
– –
-8,186
74
– –
-3,738
75
– –
-10,752
1 2
3
4