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
$262M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.48M
3
+$1.43M
4
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$1.41M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.31M

Top Sells

1
+$1.77M
2
+$1.24M
3
+$723K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$721K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$549K

Sector Composition

1 Technology 7.22%
2 Consumer Discretionary 3.06%
3 Financials 2.03%
4 Healthcare 1.76%
5 Communication Services 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$467K 0.18%
1,072
52
$434K 0.17%
7,495
+443
53
$428K 0.16%
15,428
+7,279
54
$427K 0.16%
9,788
+1,794
55
$419K 0.16%
2,749
+237
56
$417K 0.16%
1,694
+755
57
$384K 0.15%
1,351
+215
58
$383K 0.15%
775
+80
59
$353K 0.14%
+7,004
60
$349K 0.13%
6,993
+1,205
61
$340K 0.13%
1,764
-21
62
$334K 0.13%
223,978
-5,000
63
$332K 0.13%
5,431
+1,166
64
$329K 0.13%
+2,070
65
$305K 0.12%
1,356
66
$296K 0.11%
1,748
+189
67
$292K 0.11%
1,603
+138
68
$289K 0.11%
1,135
+38
69
$289K 0.11%
1,773
+10
70
$285K 0.11%
889
-85
71
$278K 0.11%
985
+193
72
$271K 0.1%
+1,670
73
$271K 0.1%
1,316
+2
74
$269K 0.1%
8,150
+70
75
$251K 0.1%
+1,443
1 2
3
4