BFWA
Benchmark Financial Wealth Advisors Portfolio holdings
AUM
$348M
1-Year Est. Return
17.36%
This Fund
S&P 500
1 Year Est. Return
+17.36%
AUM
$348M
AUM Growth
+$16.1M
(+4.9%)
Holding
134
Top Buys
| 1 | +$3.61M | |
| 2 | +$3.51M | |
| 3 | +$2.39M | |
| 4 |
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
|
+$1.78M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$1.64M |
Top Sells
| 1 | +$1.65M | |
| 2 | +$1.44M | |
| 3 | +$1.26M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$835K |
| 5 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
+$492K |
Sector Composition
| 1 | Technology | 10% |
| 2 | Financials | 2.83% |
| 3 | Communication Services | 2.48% |
| 4 | Consumer Discretionary | 2.16% |
| 5 | Healthcare | 1.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
VerifyMe
VRME
$11.6M
| $22.3K | 0.01% |
37,139
|
|
||
127
Coinbase
COIN
$48.9B
| – | – |
-619
|
|
||
128
iShares US Financial Services ETF
IYG
$1.96B
| – | – |
-3,077
|
|
||
129
Procter & Gamble
PG
$380B
| – | – |
-1,456
|
|
||
130
Phillips 66
PSX
$64.5B
| – | – |
-1,624
|
|
||
131
Proshares UltraShort Technology
REW
$5.4M
| – | – |
-8,888
|
|
||
132
Tradr TSLA Bear Daily ETF
TSLQ
$1.17B
| – | – |
-4,062
|
|
||
133
Uber
UBER
$156B
| – | – |
-2,105
|
|
||
|
ETHA
134
iShares Ethereum Trust ETF
ETHA
$1.18B
| – | – |
-8,167
|
|