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
$235M
AUM Growth
-$3.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$2.64M
3
+$1.23M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.16M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$972K

Top Sells

1
+$15.9M
2
+$640K
3
+$245K
4
CRM icon
Salesforce
CRM
+$229K
5
LOW icon
Lowe's Companies
LOW
+$221K

Sector Composition

1 Technology 5.41%
2 Consumer Discretionary 2.65%
3 Communication Services 1.44%
4 Financials 1.25%
5 Healthcare 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$167K 0.07%
48,502
77
$46K 0.02%
11,000
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