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
$302M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$2.87M
3
+$1.81M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.29M
5
DBND icon
DoubleLine Opportunistic Bond ETF
DBND
+$1.27M

Top Sells

1
+$3.3M
2
+$1.63M
3
+$1.15M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$954K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$661K

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
IXUS icon
76
iShares Core MSCI Total International Stock ETF
IXUS
$50.1B
$417K 0.14%
5,397
+22
GRMN icon
77
Garmin
GRMN
$47.9B
$412K 0.14%
1,973
+12
CRWD icon
78
CrowdStrike
CRWD
$122B
$384K 0.13%
753
-215
GLD icon
79
SPDR Gold Trust
GLD
$135B
$370K 0.12%
1,214
RACE icon
80
Ferrari
RACE
$71B
$362K 0.12%
738
+3
GEN icon
81
Gen Digital
GEN
$16.3B
$359K 0.12%
12,200
+51
TXN icon
82
Texas Instruments
TXN
$161B
$356K 0.12%
1,713
-602
UNP icon
83
Union Pacific
UNP
$134B
$353K 0.12%
1,535
+40
PANW icon
84
Palo Alto Networks
PANW
$141B
$342K 0.11%
+1,669
LMT icon
85
Lockheed Martin
LMT
$116B
$333K 0.11%
719
+61
UNH icon
86
UnitedHealth
UNH
$323B
$326K 0.11%
1,046
+29
JPST icon
87
JPMorgan Ultra-Short Income ETF
JPST
$34.1B
$310K 0.1%
6,118
+69
TSLA icon
88
Tesla
TSLA
$1.46T
$307K 0.1%
+967
MA icon
89
Mastercard
MA
$507B
$306K 0.1%
545
+49
ORCL icon
90
Oracle
ORCL
$830B
$281K 0.09%
+1,286
MRK icon
91
Merck
MRK
$212B
$280K 0.09%
3,534
-15
CRM icon
92
Salesforce
CRM
$231B
$270K 0.09%
989
+42
MMC icon
93
Marsh & McLennan
MMC
$92.9B
$267K 0.09%
1,219
+31
PG icon
94
Procter & Gamble
PG
$354B
$255K 0.08%
1,603
-135
XLU icon
95
Utilities Select Sector SPDR Fund
XLU
$22.5B
$254K 0.08%
3,115
AMGN icon
96
Amgen
AMGN
$161B
$253K 0.08%
905
+132
CVX icon
97
Chevron
CVX
$308B
$247K 0.08%
1,726
-57
IBM icon
98
IBM
IBM
$262B
$247K 0.08%
838
+22
BLK icon
99
Blackrock
BLK
$180B
$240K 0.08%
229
-17
SMH icon
100
VanEck Semiconductor ETF
SMH
$34.9B
$239K 0.08%
+856
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