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
$312M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$1.5M
3
+$1.39M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.37M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.28M

Top Sells

1
+$1.22M
2
+$1.06M
3
+$1M
4
NVDA icon
NVIDIA
NVDA
+$557K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$330K

Sector Composition

1 Technology 9.06%
2 Consumer Discretionary 2.77%
3 Financials 2.05%
4 Communication Services 1.7%
5 Healthcare 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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102
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104
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107
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108
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109
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110
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111
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5