BFWA

Benchmark Financial Wealth Advisors Portfolio holdings

AUM $348M
1-Year Est. Return 17.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.36%
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 Buys

1
+$5.52M
2
+$2.79M
3
+$1.07M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$988K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$648K

Top Sells

1
+$1.3M
2
+$906K
3
+$866K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$341K
5
NVDA icon
NVIDIA
NVDA
+$280K

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
– –
-10,752
1 2 3
4