BFWA

Benchmark Financial Wealth Advisors Portfolio holdings

AUM $302M
1-Year Est. Return 14.04%
This Quarter Est. Return
1 Year Est. Return
+14.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$80.4M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 0.65%
2 Industrials 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$25M 31.12%
+167,289
2
$22.4M 27.82%
+429,998
3
$10.7M 13.3%
+63,479
4
$6.5M 8.08%
+109,353
5
$5.31M 6.6%
+102,517
6
$3.9M 4.84%
+96,800
7
$3.15M 3.92%
+36,168
8
$941K 1.17%
+14,081
9
$911K 1.13%
+77,664
10
$687K 0.85%
+11,646
11
$519K 0.65%
+20,445
12
$390K 0.48%
+10,495
13
$17K 0.02%
+19,100