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
$170M
AUM Growth
-$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$7.89M
2 +$2.8M
3 +$1.49M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.15M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$476K

Sector Composition

1 Technology 5.5%
2 Consumer Discretionary 2.9%
3 Healthcare 1.54%
4 Financials 1.37%
5 Communication Services 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-11,000