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
$216M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Sells

1 +$1.35M
2 +$883K
3 +$865K
4
NVDA icon
NVIDIA
NVDA
+$357K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$341K

Sector Composition

1 Technology 6.6%
2 Consumer Discretionary 2.76%
3 Financials 1.71%
4 Healthcare 1.33%
5 Communication Services 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,937