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
$265M
AUM Growth
-$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$6.89M
3
+$1.67M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.63M
5
IAT icon
iShares US Regional Banks ETF
IAT
+$1.15M

Top Sells

1
+$10.7M
2
+$10.1M
3
+$7M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.28M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.81M

Sector Composition

1 Technology 8.09%
2 Financials 2.59%
3 Consumer Discretionary 2.46%
4 Communication Services 1.98%
5 Healthcare 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-5,260
102
– –
-1,825
103
– –
-2,146
104
– –
-1,477
105
– –
-1,615
106
– –
-875
107
– –
-4,901
108
– –
-1,919
109
– –
-73,591
110
– –
-3,543
111
– –
-9,328
1 2 3 4
5