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
$302M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$2.87M
3
+$1.81M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.29M
5
DBND icon
DoubleLine Opportunistic Bond ETF
DBND
+$1.27M

Top Sells

1
+$3.3M
2
+$1.63M
3
+$1.15M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$954K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$661K

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
BA icon
101
Boeing
BA
$161B
$238K 0.08%
+1,134
VTV icon
102
Vanguard Value ETF
VTV
$147B
$235K 0.08%
1,329
-5
IYG icon
103
iShares US Financial Services ETF
IYG
$1.9B
$233K 0.08%
+2,722
MCD icon
104
McDonald's
MCD
$220B
$219K 0.07%
750
+16
ACN icon
105
Accenture
ACN
$148B
$215K 0.07%
721
-19
CMG icon
106
Chipotle Mexican Grill
CMG
$56.3B
$215K 0.07%
3,830
-512
ADX icon
107
Adams Diversified Equity Fund
ADX
$2.71B
$213K 0.07%
+9,829
ASML icon
108
ASML
ASML
$400B
$213K 0.07%
+266
TSM icon
109
TSMC
TSM
$1.54T
$212K 0.07%
+938
IWR icon
110
iShares Russell Mid-Cap ETF
IWR
$44.4B
$210K 0.07%
+2,288
COIN icon
111
Coinbase
COIN
$86.1B
$210K 0.07%
+600
XOM icon
112
Exxon Mobil
XOM
$479B
$205K 0.07%
1,898
+122
F icon
113
Ford
F
$47.5B
$203K 0.07%
18,712
+1,879
XT icon
114
iShares Future Exponential Technologies ETF
XT
$3.73B
$201K 0.07%
+3,085
SPYV icon
115
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.7B
$201K 0.07%
+3,833
PLTD
116
Direxion Daily PLTR Bear 1X Shares
PLTD
$44.5M
$104K 0.03%
+11,148
VRME icon
117
VerifyMe
VRME
$13.6M
$28K 0.01%
+37,139
IAT icon
118
iShares US Regional Banks ETF
IAT
$640M
– –
-24,733
KRE icon
119
SPDR S&P Regional Banking ETF
KRE
$3.84B
– –
-28,611
LRCX icon
120
Lam Research
LRCX
$179B
– –
-3,687
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