BFWA

Benchmark Financial Wealth Advisors Portfolio holdings

AUM $332M
1-Year Est. Return 15.83%
This Quarter Est. Return
1 Year Est. Return
+15.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$312M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$1.5M
3
+$1.39M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.37M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.28M

Top Sells

1
+$1.22M
2
+$1.06M
3
+$1M
4
NVDA icon
NVIDIA
NVDA
+$557K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$330K

Sector Composition

1 Technology 9.06%
2 Consumer Discretionary 2.77%
3 Financials 2.05%
4 Communication Services 1.7%
5 Healthcare 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$312K 0.1%
+9,328
77
$302K 0.1%
1,801
-31
78
$301K 0.1%
+5,980
79
$294K 0.09%
1,214
-40
80
$280K 0.09%
4,644
-40
81
$278K 0.09%
812
-648
82
$275K 0.09%
+3,640
83
$270K 0.09%
932
-41
84
$266K 0.09%
1,253
+4
85
$261K 0.08%
1,540
+9
86
$248K 0.08%
1,615
+9
87
$246K 0.08%
1,477
-743
88
$243K 0.08%
500
-169
89
$236K 0.08%
3,115
90
$233K 0.07%
2,163
+266
91
$231K 0.07%
5,260
+776
92
$223K 0.07%
+898
93
$214K 0.07%
+2,146
94
$212K 0.07%
875
+15
95
$211K 0.07%
3,543
+13
96
$206K 0.07%
585
+14
97
$202K 0.06%
690
-57
98
$201K 0.06%
+1,825
99
$201K 0.06%
770
-392
100
$133K 0.04%
13,416
+1,894
1 2 3
4
5