BFWA

Benchmark Financial Wealth Advisors Portfolio holdings

AUM $348M
1-Year Est. Return 17.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$302M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$2.68M
3
+$1.63M
4
DBND icon
DoubleLine Opportunistic Bond ETF
DBND
+$1.25M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.22M

Top Sells

1
+$3.05M
2
+$1.63M
3
+$1.15M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$861K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$611K

Sector Composition

1 Technology 8.71%
2 Financials 2.96%
3 Consumer Discretionary 2.44%
4 Communication Services 2.2%
5 Consumer Staples 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$417K 0.14%
5,397
+22
77
$412K 0.14%
1,973
+12
78
$384K 0.13%
753
-215
79
$370K 0.12%
1,214
80
$362K 0.12%
738
+3
81
$359K 0.12%
12,200
+51
82
$356K 0.12%
1,713
-602
83
$353K 0.12%
1,535
+40
84
$342K 0.11%
+1,669
85
$333K 0.11%
719
+61
86
$326K 0.11%
1,046
+29
87
$310K 0.1%
6,118
+69
88
$307K 0.1%
+967
89
$306K 0.1%
545
+49
90
$281K 0.09%
+1,286
91
$280K 0.09%
3,534
-15
92
$270K 0.09%
989
+42
93
$267K 0.09%
1,219
+31
94
$255K 0.08%
1,603
-135
95
$254K 0.08%
6,230
96
$253K 0.08%
905
+132
97
$247K 0.08%
1,726
-57
98
$247K 0.08%
838
+22
99
$240K 0.08%
229
-17
100
$239K 0.08%
+856
1 2 3
4
5