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
$270M
AUM Growth
+$8.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.55M
3
+$1.2M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.09M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$831K

Top Sells

1
+$1.69M
2
+$1.68M
3
+$1.08M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$697K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$490K

Sector Composition

1 Technology 8.68%
2 Consumer Discretionary 3%
3 Financials 1.89%
4 Communication Services 1.76%
5 Healthcare 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$272K 0.1%
1,650
-20
77
$272K 0.1%
6,595
+1,246
78
$258K 0.1%
+1,581
79
$250K 0.09%
983
-2
80
$247K 0.09%
3,950
81
$243K 0.09%
2,760
+9
82
$241K 0.09%
1,689
-77
83
$240K 0.09%
416
84
$238K 0.09%
1,079
-56
85
$224K 0.08%
1,945
+76
86
$224K 0.08%
3,785
+1,161
87
$212K 0.08%
3,115
88
$211K 0.08%
1,444
-90
89
$208K 0.08%
3,530
+9
90
$207K 0.08%
827
-29
91
– –
-454
92
– –
-2,881
1 2 3
4