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
$239M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Sells

1 +$6.95M
2 +$707K
3 +$482K
4
MRNA icon
Moderna
MRNA
+$259K
5
BST icon
BlackRock Science and Technology Trust
BST
+$200K

Sector Composition

1 Technology 5.57%
2 Consumer Discretionary 2.9%
3 Communication Services 1.75%
4 Financials 1.16%
5 Healthcare 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$204K 0.09%
1,084
+262
77
$66K 0.03%
11,000
78
-3,841
79
-672
80
-2,236