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
$232M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$9.84M
2
+$4.7M
3
+$2.44M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.79M
5
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$1.77M

Top Sells

1
+$22.2M
2
+$3.74M
3
+$949K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$335K
5
DHR icon
Danaher
DHR
+$209K

Sector Composition

1 Technology 6.78%
2 Consumer Discretionary 2.73%
3 Financials 1.92%
4 Communication Services 1.4%
5 Healthcare 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$225K 0.1%
+1,559
77
$215K 0.09%
2,287
+22
78
$211K 0.09%
+3,521
79
$201K 0.09%
+415
80
– –
-135,563
81
– –
-950
1 2 3
4