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
$361M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$7.01M
2
+$4.61M
3
+$4.31M
4
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
+$2.71M
5
LVHI icon
Franklin International Low Volatility High Dividend Index ETF
LVHI
+$2.71M

Top Sells

1
+$4.14M
2
+$3.02M
3
+$1.79M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.15M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.07M

Sector Composition

1 Technology 8.89%
2 Financials 2.58%
3 Communication Services 2.39%
4 Consumer Discretionary 2.06%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RY icon
76
Royal Bank of Canada
RY
$263B
$523K 0.14%
3,235
PKG icon
77
Packaging Corp of America
PKG
$19.5B
$519K 0.14%
2,444
+99
NFLX icon
78
Netflix
NFLX
$362B
$518K 0.14%
5,390
+193
WM icon
79
Waste Management
WM
$84.9B
$506K 0.14%
2,202
+6
WSM icon
80
Williams-Sonoma
WSM
$24B
$490K 0.14%
2,687
+8
AIG icon
81
American International
AIG
$39.4B
$488K 0.14%
6,485
+12
PFE icon
82
Pfizer
PFE
$149B
$482K 0.13%
17,157
+430
IXUS icon
83
iShares Core MSCI Total International Stock ETF
IXUS
$58.4B
$476K 0.13%
5,489
IBIT icon
84
iShares Bitcoin Trust
IBIT
$58.4B
$472K 0.13%
12,291
+1,780
NOBL icon
85
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.1B
$470K 0.13%
8,864
+40
XOM icon
86
Exxon Mobil
XOM
$602B
$434K 0.12%
2,558
+629
GRMN icon
87
Garmin
GRMN
$45.1B
$433K 0.12%
1,867
+7
PM icon
88
Philip Morris
PM
$276B
$422K 0.12%
2,552
+89
XLU icon
89
State Street Utilities Select Sector SPDR ETF
XLU
$22.3B
$400K 0.11%
8,721
+16
TXN icon
90
Texas Instruments
TXN
$278B
$373K 0.1%
1,924
+398
CAT icon
91
Caterpillar
CAT
$403B
$372K 0.1%
525
+71
LIN icon
92
Linde
LIN
$230B
$362K 0.1%
731
+249
PLTR icon
93
Palantir
PLTR
$375B
$361K 0.1%
2,467
-457
UNP icon
94
Union Pacific
UNP
$156B
$352K 0.1%
1,453
+88
SMH icon
95
VanEck Semiconductor ETF
SMH
$67.7B
$351K 0.1%
916
-6
JPST icon
96
JPMorgan Ultra-Short Income ETF
JPST
$38.4B
$341K 0.09%
6,746
-253
CRWD icon
97
CrowdStrike
CRWD
$186B
$338K 0.09%
866
+88
TSM icon
98
TSMC
TSM
$2.17T
$333K 0.09%
985
-13
STX icon
99
Seagate
STX
$199B
$332K 0.09%
848
+54
VTV icon
100
Vanguard Value ETF
VTV
$178B
$329K 0.09%
1,677
+2
2 3
4
5 6