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
$312M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$1.5M
3
+$1.39M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.37M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.28M

Top Sells

1
+$1.22M
2
+$1.06M
3
+$1M
4
NVDA icon
NVIDIA
NVDA
+$557K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$330K

Sector Composition

1 Technology 9.06%
2 Consumer Discretionary 2.77%
3 Financials 2.05%
4 Communication Services 1.7%
5 Healthcare 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$662K 0.21%
858
-13
52
$610K 0.2%
10,309
+924
53
$585K 0.19%
7,166
+794
54
$573K 0.18%
1,132
+6
55
$569K 0.18%
2,986
-546
56
$546K 0.17%
3,071
+272
57
$543K 0.17%
7,731
+40
58
$515K 0.17%
2,783
-29
59
$509K 0.16%
2,524
-107
60
$486K 0.16%
2,159
+119
61
$468K 0.15%
4,703
-2,235
62
$458K 0.15%
+11,919
63
$456K 0.15%
6,259
-2,966
64
$419K 0.13%
987
-90
65
$416K 0.13%
15,682
+434
66
$405K 0.13%
8,526
+48
67
$403K 0.13%
6,477
-111
68
$402K 0.13%
1,951
+122
69
$382K 0.12%
5,782
-818
70
$359K 0.12%
1,916
+174
71
$350K 0.11%
1,455
+543
72
$347K 0.11%
1,522
-130
73
$346K 0.11%
12,642
+753
74
$345K 0.11%
8,636
+1,043
75
$312K 0.1%
2,595
+29
1 2
3
4 5