BFWA

Benchmark Financial Wealth Advisors Portfolio holdings

AUM $348M
1-Year Est. Return 17.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.36%
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
+$6.01M
2
+$2.68M
3
+$1.63M
4
DBND icon
DoubleLine Opportunistic Bond ETF
DBND
+$1.25M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.22M

Top Sells

1
+$3.05M
2
+$1.63M
3
+$1.15M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$861K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$611K

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
101
$238K 0.08%
+1,134
102
$235K 0.08%
1,329
-5
103
$233K 0.08%
+2,722
104
$219K 0.07%
750
+16
105
$215K 0.07%
721
-19
106
$215K 0.07%
3,830
-512
107
$213K 0.07%
+9,829
108
$213K 0.07%
+266
109
$212K 0.07%
+938
110
$210K 0.07%
+2,288
111
$210K 0.07%
+600
112
$205K 0.07%
1,898
+122
113
$203K 0.07%
18,712
+1,879
114
$201K 0.07%
+3,085
115
$201K 0.07%
+3,833
116
$104K 0.03%
+11,148
117
$28K 0.01%
+37,139
118
– –
-3,687
119
– –
-24,733
120
– –
-28,611
1 2 3 4
5