BFWA

Benchmark Financial Wealth Advisors Portfolio holdings

AUM $361M
1-Year Est. Return 19.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$332M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$2.35M
3
+$2.17M
4
LVHI icon
Franklin International Low Volatility High Dividend Index ETF
LVHI
+$1.17M
5
NVDA icon
NVIDIA
NVDA
+$609K

Top Sells

1
+$3.02M
2
+$3.01M
3
+$1.2M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.03M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$560K

Sector Composition

1 Technology 9.52%
2 Financials 2.98%
3 Communication Services 2.38%
4 Consumer Discretionary 2.28%
5 Healthcare 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$241K 0.07%
855
-50
102
$241K 0.07%
853
+15
103
$239K 0.07%
1,009
+20
104
$236K 0.07%
1,172
-47
105
$231K 0.07%
761
+11
106
$226K 0.07%
18,893
+181
107
$224K 0.07%
10,035
+206
108
$224K 0.07%
1,456
-147
109
$222K 0.07%
3,085
110
$222K 0.07%
2,296
+8
111
$221K 0.07%
+1,624
112
$219K 0.07%
+1,315
113
$214K 0.06%
+449
114
$213K 0.06%
3,850
+17
115
$213K 0.06%
1,888
-10
116
$210K 0.06%
+1,257
117
$210K 0.06%
+1,637
118
$209K 0.06%
619
+19
119
$207K 0.06%
+2,042
120
$206K 0.06%
+2,105
121
$204K 0.06%
+1,099
122
$105K 0.03%
+4,444
123
$98.1K 0.03%
+4,062
124
$33K 0.01%
37,139
125
– –
-721
2 3 4
5
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