BFWA

Benchmark Financial Wealth Advisors Portfolio holdings

AUM $361M
1-Year Est. Return 19.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$332M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$2.35M
3
+$2.17M
4
LVHI icon
Franklin International Low Volatility High Dividend Index ETF
LVHI
+$1.17M
5
NVDA icon
NVIDIA
NVDA
+$609K

Top Sells

1
+$3.02M
2
+$3.01M
3
+$1.2M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.03M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$560K

Sector Composition

1 Technology 9.52%
2 Financials 2.98%
3 Communication Services 2.38%
4 Consumer Discretionary 2.28%
5 Healthcare 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$884K 0.27%
8,577
+1,053
52
$859K 0.26%
928
-11
53
$780K 0.23%
3,831
+9
54
$740K 0.22%
8,823
-8
55
$726K 0.22%
3,136
-89
56
$715K 0.22%
10,449
+142
57
$671K 0.2%
8,176
+43
58
$670K 0.2%
8,782
+26
59
$669K 0.2%
1,651
+25
60
$667K 0.2%
874
-38
61
$639K 0.19%
13,825
+886
62
$635K 0.19%
5,290
+340
63
$596K 0.18%
2,119
+833
64
$558K 0.17%
8,580
+1,000
65
$531K 0.16%
2,088
+55
66
$526K 0.16%
2,883
-776
67
$522K 0.16%
2,670
-131
68
$504K 0.15%
6,423
+64
69
$501K 0.15%
2,297
-9
70
$485K 0.15%
609
-24
71
$484K 0.15%
2,192
+14
72
$482K 0.15%
18,927
+398
73
$477K 0.14%
3,235
+12
74
$475K 0.14%
7,165
-16
75
$469K 0.14%
10,672
-583
1 2
3
4 5