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
$262M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.48M
3
+$1.43M
4
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$1.41M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.31M

Top Sells

1
+$1.77M
2
+$1.24M
3
+$723K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$721K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$549K

Sector Composition

1 Technology 7.22%
2 Consumer Discretionary 3.06%
3 Financials 2.03%
4 Healthcare 1.76%
5 Communication Services 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$249K 0.1%
2,751
-1,412
77
$246K 0.09%
2,680
+393
78
$243K 0.09%
+1,281
79
$243K 0.09%
+1,534
80
$230K 0.09%
+3,950
81
$227K 0.09%
1,766
-465
82
$224K 0.09%
+5,349
83
$218K 0.08%
+454
84
$218K 0.08%
416
+1
85
$217K 0.08%
+1,869
86
$214K 0.08%
+856
87
$210K 0.08%
3,521
88
$209K 0.08%
+2,624
89
$205K 0.08%
3,115
-18,959
90
$202K 0.08%
+2,881
91
– –
-43,433
92
– –
-19,887
93
– –
-1,250
1 2 3
4