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
$195M
AUM Growth
-$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.7M
3
+$2.24M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.46M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.05M

Top Sells

1
+$6.54M
2
+$5.18M
3
+$1.48M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.38M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.23M

Sector Composition

1 Technology 4.95%
2 Consumer Discretionary 2.37%
3 Communication Services 1.49%
4 Healthcare 1.31%
5 Financials 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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88
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-4,942
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4