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
126
– –
-3,830
127
– –
-1,669
128
– –
-11,148
2 3 4 5
6