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
$270M
AUM Growth
+$8.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.55M
3
+$1.2M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.09M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$831K

Top Sells

1
+$1.69M
2
+$1.68M
3
+$1.08M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$697K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$490K

Sector Composition

1 Technology 8.68%
2 Consumer Discretionary 3%
3 Financials 1.89%
4 Communication Services 1.76%
5 Healthcare 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$510K 0.19%
2,780
+31
52
$463K 0.17%
6,852
-5,156
53
$454K 0.17%
7,639
+144
54
$446K 0.17%
9,390
+2,397
55
$440K 0.16%
1,077
+5
56
$431K 0.16%
15,403
-25
57
$427K 0.16%
1,639
+283
58
$418K 0.16%
2,101
+353
59
$407K 0.15%
6,396
+965
60
$374K 0.14%
1,197
-154
61
$372K 0.14%
730
-45
62
$362K 0.13%
1,601
-93
63
$358K 0.13%
7,098
+94
64
$357K 0.13%
2,079
+476
65
$355K 0.13%
2,512
+442
66
$335K 0.12%
874
-15
67
$321K 0.12%
1,764
68
$319K 0.12%
8,208
+58
69
$305K 0.11%
1,672
+391
70
$294K 0.11%
1,369
+53
71
$287K 0.11%
223,978
72
$284K 0.11%
1,773
73
$279K 0.1%
+11,188
74
$274K 0.1%
2,700
+20
75
$272K 0.1%
1,399
-44
1 2
3
4