BFWA
Benchmark Financial Wealth Advisors Portfolio holdings
AUM
$332M
1-Year Est. Return
15.83%
1 Year Est. Return
+15.83%
AUM
$332M
AUM Growth
+$29.8M
(+9.9%)
Holding
128
Top Buys
| 1 | +$6.44M | |
| 2 | +$2.45M | |
| 3 | +$2.19M | |
| 4 |
Franklin International Low Volatility High Dividend Index ETF
LVHI
|
+$1.19M |
| 5 |
NVIDIA
NVDA
|
+$652K |
Top Sells
| 1 | +$3.13M | |
| 2 | +$3.11M | |
| 3 | +$1.24M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$1.07M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$582K |
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 | |
|---|---|---|---|---|---|---|
126
Chipotle Mexican Grill
CMG
$45.3B
| – | – |
-3,830
|
|
||
127
Palo Alto Networks
PANW
$131B
| – | – |
-1,669
|
|
||
|
PLTD
128
Direxion Daily PLTR Bear 1X Shares
PLTD
$46.6M
| – | – |
-11,148
|
|