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
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-1,825
102
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103
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-1,477
104
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-1,615
105
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-875
106
– –
-4,901
107
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-1,919
108
– –
-73,591
109
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-3,543
110
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-9,328
111
– –
-898
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5