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
$300M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Sells

1 +$677K
2 +$521K
3 +$358K
4
BA icon
Boeing
BA
+$321K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$283K

Sector Composition

1 Technology 8.9%
2 Consumer Discretionary 2.7%
3 Financials 2%
4 Healthcare 1.78%
5 Communication Services 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,764
102
-7,098
103
-1,079
104
-1,689
105
-416