BFWA

Benchmark Financial Wealth Advisors Portfolio holdings

AUM $361M
1-Year Est. Return 19.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$332M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$2.35M
3
+$2.17M
4
LVHI icon
Franklin International Low Volatility High Dividend Index ETF
LVHI
+$1.17M
5
NVDA icon
NVIDIA
NVDA
+$609K

Top Sells

1
+$3.02M
2
+$3.01M
3
+$1.2M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.03M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$560K

Sector Composition

1 Technology 9.52%
2 Financials 2.98%
3 Communication Services 2.38%
4 Consumer Discretionary 2.28%
5 Healthcare 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$457K 0.14%
1,856
-117
77
$453K 0.14%
1,740
+19
78
$449K 0.14%
5,435
+38
79
$448K 0.13%
1,007
+40
80
$439K 0.13%
1,236
+22
81
$416K 0.13%
2,562
-4
82
$404K 0.12%
710
+165
83
$382K 0.11%
778
+25
84
$379K 0.11%
8,686
+2,456
85
$358K 0.11%
738
86
$358K 0.11%
4,265
+731
87
$349K 0.11%
12,285
+85
88
$348K 0.1%
1,470
-65
89
$332K 0.1%
665
-54
90
$326K 0.1%
6,423
+305
91
$313K 0.09%
2,019
+293
92
$306K 0.09%
1,668
-45
93
$280K 0.08%
856
94
$276K 0.08%
3,077
+355
95
$269K 0.08%
1,443
+114
96
$269K 0.08%
231
+2
97
$264K 0.08%
272
+6
98
$264K 0.08%
944
+6
99
$257K 0.08%
+8,167
100
$248K 0.07%
1,148
+14
2 3
4
5 6