BFWA
Benchmark Financial Wealth Advisors Portfolio holdings
AUM
$302M
This Quarter Return
+2.79%
1 Year Return
+14.04%
3 Year Return
+60.06%
5 Year Return
+90.71%
10 Year Return
–
AUM
$80.4M
AUM Growth
–
Cap. Flow
+$80.4M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
98.85%
Holding
13
New
13
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$25M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$22.4M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$10.7M |
| 4 |
SPDR S&P Regional Banking ETF
KRE
|
$6.5M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$5.31M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 0.65% |
| 2 | Industrials | 0.02% |
