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
$332M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$2.45M
3
+$2.19M
4
LVHI icon
Franklin International Low Volatility High Dividend Index ETF
LVHI
+$1.19M
5
NVDA icon
NVIDIA
NVDA
+$652K

Top Sells

1
+$3.13M
2
+$3.11M
3
+$1.24M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.07M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$582K

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
AMGN icon
101
Amgen
AMGN
$182B
$241K 0.07%
855
-50
IBM icon
102
IBM
IBM
$286B
$241K 0.07%
853
+15
CRM icon
103
Salesforce
CRM
$222B
$239K 0.07%
1,009
+20
MMC icon
104
Marsh & McLennan
MMC
$90.1B
$236K 0.07%
1,172
-47
MCD icon
105
McDonald's
MCD
$216B
$231K 0.07%
761
+11
F icon
106
Ford
F
$52.4B
$226K 0.07%
18,893
+181
ADX icon
107
Adams Diversified Equity Fund
ADX
$2.72B
$224K 0.07%
10,035
+206
PG icon
108
Procter & Gamble
PG
$345B
$224K 0.07%
1,456
-147
XT icon
109
iShares Future Exponential Technologies ETF
XT
$3.65B
$222K 0.07%
3,085
IWR icon
110
iShares Russell Mid-Cap ETF
IWR
$45.6B
$222K 0.07%
2,296
+8
PSX icon
111
Phillips 66
PSX
$56.3B
$221K 0.07%
+1,624
QCOM icon
112
Qualcomm
QCOM
$180B
$219K 0.07%
+1,315
CAT icon
113
Caterpillar
CAT
$266B
$214K 0.06%
+449
SPYV icon
114
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$31.5B
$213K 0.06%
3,850
+17
XOM icon
115
Exxon Mobil
XOM
$492B
$213K 0.06%
1,888
-10
RTX icon
116
RTX Corp
RTX
$225B
$210K 0.06%
+1,257
NVS icon
117
Novartis
NVS
$247B
$210K 0.06%
+1,637
COIN icon
118
Coinbase
COIN
$70.1B
$209K 0.06%
619
+19
C icon
119
Citigroup
C
$184B
$207K 0.06%
+2,042
UBER icon
120
Uber
UBER
$180B
$206K 0.06%
+2,105
JNJ icon
121
Johnson & Johnson
JNJ
$495B
$204K 0.06%
+1,099
REW icon
122
Proshares UltraShort Technology
REW
$3.82M
$105K 0.03%
+8,888
TSLQ icon
123
Tradr TSLA Bear Daily ETF
TSLQ
$1.24B
$98.1K 0.03%
+4,062
VRME icon
124
VerifyMe
VRME
$8.79M
$33K 0.01%
37,139
ACN icon
125
Accenture
ACN
$160B
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