BFWA

Benchmark Financial Wealth Advisors Portfolio holdings

AUM $348M
1-Year Est. Return 17.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$302M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$2.68M
3
+$1.63M
4
DBND icon
DoubleLine Opportunistic Bond ETF
DBND
+$1.25M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.22M

Top Sells

1
+$3.05M
2
+$1.63M
3
+$1.15M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$861K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$611K

Sector Composition

1 Technology 8.71%
2 Financials 2.96%
3 Consumer Discretionary 2.44%
4 Communication Services 2.2%
5 Consumer Staples 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$715K 0.24%
10,307
-1,587
52
$711K 0.24%
912
+27
53
$708K 0.23%
8,831
+1,319
54
$663K 0.22%
4,950
+1,880
55
$648K 0.21%
+8,756
56
$599K 0.2%
3,225
+208
57
$596K 0.2%
1,626
-304
58
$592K 0.2%
12,939
+442
59
$566K 0.19%
3,193
+192
60
$544K 0.18%
6,359
+55
61
$508K 0.17%
7,181
+323
62
$499K 0.16%
3,659
-13
63
$498K 0.16%
2,178
-121
64
$487K 0.16%
11,255
+969
65
$482K 0.16%
2,033
-149
66
$470K 0.16%
1,721
+22
67
$467K 0.15%
2,566
+54
68
$464K 0.15%
+7,580
69
$458K 0.15%
2,801
+11
70
$452K 0.15%
+10,332
71
$449K 0.15%
18,529
-266
72
$448K 0.15%
+633
73
$434K 0.14%
2,306
+61
74
$428K 0.14%
8,133
+80
75
$424K 0.14%
+3,223
1 2
3
4 5