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
$265M
AUM Growth
-$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$6.89M
3
+$1.67M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.63M
5
IAT icon
iShares US Regional Banks ETF
IAT
+$1.15M

Top Sells

1
+$10.7M
2
+$10.1M
3
+$7M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.28M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.81M

Sector Composition

1 Technology 8.09%
2 Financials 2.59%
3 Consumer Discretionary 2.46%
4 Communication Services 1.98%
5 Healthcare 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$689K 0.26%
9,575
+2,409
52
$636K 0.24%
7,250
-2,022
53
$632K 0.24%
3,017
-54
54
$570K 0.22%
12,497
-21,009
55
$548K 0.21%
6,304
+45
56
$539K 0.2%
7,512
-219
57
$533K 0.2%
1,017
-115
58
$532K 0.2%
2,299
-225
59
$491K 0.19%
6,858
+381
60
$484K 0.18%
2,182
+727
61
$478K 0.18%
+1,558
62
$476K 0.18%
18,795
+3,113
63
$469K 0.18%
3,001
+15
64
$467K 0.18%
10,286
+1,650
65
$445K 0.17%
2,245
+86
66
$441K 0.17%
2,790
+7
67
$426K 0.16%
1,961
+10
68
$416K 0.16%
2,315
+399
69
$405K 0.15%
1,699
-3,294
70
$399K 0.15%
2,512
-83
71
$375K 0.14%
5,375
-407
72
$369K 0.14%
8,053
-473
73
$353K 0.13%
1,495
-27
74
$350K 0.13%
1,214
75
$341K 0.13%
968
+156
1 2
3
4 5