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
$300M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$4.05M
2
+$1.41M
3
+$1.22M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.08M
5
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$1.04M

Top Sells

1
+$677K
2
+$521K
3
+$358K
4
BA icon
Boeing
BA
+$321K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$283K

Sector Composition

1 Technology 8.9%
2 Consumer Discretionary 2.7%
3 Financials 2%
4 Healthcare 1.78%
5 Communication Services 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$305K 0.1%
1,254
-115
77
$296K 0.1%
973
-10
78
$279K 0.09%
+1,249
79
$273K 0.09%
1,606
-495
80
$270K 0.09%
4,684
+734
81
$268K 0.09%
4,262
+477
82
$268K 0.09%
+7,632
83
$267K 0.09%
1,531
-242
84
$261K 0.09%
+7,172
85
$252K 0.08%
3,115
86
$250K 0.08%
+2,065
87
$246K 0.08%
1,520
+76
88
$243K 0.08%
2,547
-213
89
$231K 0.08%
+3,133
90
$222K 0.07%
1,897
-48
91
$220K 0.07%
+1,853
92
$216K 0.07%
+912
93
$215K 0.07%
3,530
94
$215K 0.07%
772
-55
95
$211K 0.07%
860
-779
96
$209K 0.07%
+4,484
97
$207K 0.07%
+747
98
$202K 0.07%
+571
99
$196K 0.07%
189,977
-34,001
100
$122K 0.04%
+11,522
1 2 3
4
5