BFWA

Benchmark Financial Wealth Advisors Portfolio holdings

AUM $332M
1-Year Est. Return 15.83%
This Quarter Est. Return
1 Year Est. Return
+15.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$232M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$9.84M
2
+$4.7M
3
+$2.44M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.79M
5
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$1.77M

Top Sells

1
+$22.2M
2
+$3.74M
3
+$949K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$335K
5
DHR icon
Danaher
DHR
+$209K

Sector Composition

1 Technology 6.78%
2 Consumer Discretionary 2.73%
3 Financials 1.92%
4 Communication Services 1.4%
5 Healthcare 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$386K 0.17%
+13,946
52
$385K 0.17%
2,266
+304
53
$382K 0.16%
228,978
-100,000
54
$374K 0.16%
7,122
55
$366K 0.16%
695
+53
56
$363K 0.16%
1,072
57
$354K 0.15%
2,512
+172
58
$351K 0.15%
4,163
+43
59
$347K 0.15%
7,052
+56
60
$327K 0.14%
1,136
+119
61
$322K 0.14%
7,994
+1,027
62
$292K 0.13%
5,788
+1,020
63
$289K 0.12%
5,261
+787
64
$264K 0.11%
1,763
+10
65
$251K 0.11%
4,265
+299
66
$251K 0.11%
1,314
67
$249K 0.11%
+974
68
$246K 0.11%
8,080
-605
69
$244K 0.11%
1,097
+5
70
$237K 0.1%
+1,356
71
$235K 0.1%
+792
72
$235K 0.1%
+8,149
73
$231K 0.1%
2,231
74
$231K 0.1%
+939
75
$227K 0.1%
+1,465
1 2
3
4