BFWA
Benchmark Financial Wealth Advisors Portfolio holdings
AUM
$361M
1-Year Est. Return
19.57%
This Fund
S&P 500
1 Year Est. Return
+19.57%
AUM
$361M
AUM Growth
+$12.7M
(+3.6%)
Holding
142
Top Buys
| 1 | +$7.01M | |
| 2 | +$4.61M | |
| 3 | +$4.31M | |
| 4 |
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
|
+$2.71M |
| 5 |
Franklin International Low Volatility High Dividend Index ETF
LVHI
|
+$2.71M |
Top Sells
| 1 | +$4.14M | |
| 2 | +$3.02M | |
| 3 | +$1.79M | |
| 4 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$1.15M |
| 5 |
Schwab International Equity ETF
SCHF
|
+$1.07M |
Sector Composition
| 1 | Technology | 8.89% |
| 2 | Financials | 2.58% |
| 3 | Communication Services | 2.39% |
| 4 | Consumer Discretionary | 2.06% |
| 5 | Healthcare | 1.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Ferrari
RACE
$59.9B
| $211K | 0.06% |
623
-13
|
|
||
127
Gilead Sciences
GILD
$167B
| $211K | 0.06% |
+1,511
|
|
||
|
MRSH
128
Marsh
MRSH
$77.1B
| $204K | 0.06% |
1,173
-2
|
|
||
129
Oracle
ORCL
$649B
| $203K | 0.06% |
1,383
-36
|
|
||
130
IBM
IBM
$280B
| $202K | 0.06% |
832
+151
|
|
||
131
Gabelli Equity Trust
GAB
$1.75B
| $87.1K | 0.02% |
+15,549
|
|
||
132
VerifyMe
VRME
$8.43M
| $30.1K | 0.01% |
37,139
|
|
||
|
GAB.RT
133
DELISTED
The Gabelli Equity Trust Rights (expiring April 14 2026)
GAB.RT
| $107 | ﹤0.01% |
+15,321
|
|
||
134
Citigroup
C
$215B
| – | – |
-1,938
|
|
||
135
Salesforce
CRM
$157B
| – | – |
-978
|
|
||
136
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
| – | – |
-2,770
|
|
||
137
iShares Russell Mid-Cap ETF
IWR
$54.8B
| – | – |
-2,305
|
|
||
138
State Street SPDR S&P Bank ETF
KBE
$1.39B
| – | – |
-49,723
|
|
||
139
State Street SPDR S&P Regional Banking ETF
KRE
$3.92B
| – | – |
-3,166
|
|
||
140
Lam Research
LRCX
$398B
| – | – |
-1,471
|
|
||
141
MP Materials
MP
$11.5B
| – | – |
-4,000
|
|
||
142
Qualcomm
QCOM
$265B
| – | – |
-1,339
|
|