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
$300M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$4.05M
2
+$1.41M
3
+$1.22M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.08M
5
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$1.04M

Top Sells

1
+$677K
2
+$521K
3
+$358K
4
BA icon
Boeing
BA
+$321K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$283K

Sector Composition

1 Technology 8.9%
2 Consumer Discretionary 2.7%
3 Financials 2%
4 Healthcare 1.78%
5 Communication Services 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$651K 0.22%
12,764
+1,239
52
$590K 0.2%
3,532
+752
53
$553K 0.18%
2,799
+720
54
$546K 0.18%
2,631
+49
55
$506K 0.17%
1,077
56
$499K 0.17%
9,385
-5
57
$479K 0.16%
6,600
-252
58
$473K 0.16%
6,588
+192
59
$441K 0.15%
15,248
-155
60
$439K 0.15%
2,040
+368
61
$436K 0.15%
2,812
+300
62
$434K 0.14%
7,691
+52
63
$409K 0.14%
1,460
+586
64
$407K 0.14%
1,652
+51
65
$391K 0.13%
+669
66
$383K 0.13%
8,478
+270
67
$378K 0.13%
+2,220
68
$374K 0.12%
1,162
-35
69
$360K 0.12%
1,742
+343
70
$354K 0.12%
+6,372
71
$341K 0.11%
7,593
+998
72
$326K 0.11%
11,889
+701
73
$322K 0.11%
1,829
+248
74
$317K 0.11%
1,832
+182
75
$312K 0.1%
2,566
-134
1 2
3
4 5