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
$80.7M
AUM Growth
+$230K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$5.61M
2
+$2.36M
3
+$1.87M
4
AAPL icon
Apple
AAPL
+$1.39M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$778K

Top Sells

1
+$6.5M
2
+$911K
3
+$689K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$274K
5
T icon
AT&T
T
+$1.66K

Sector Composition

1 Technology 3.59%
2 Consumer Discretionary 3.2%
3 Communication Services 2.52%
4 Industrials 0.5%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22M 27.25%
172,230
+4,941
2
$19.3M 23.96%
423,985
-6,013
3
$8.69M 10.77%
64,908
+1,429
4
$5.61M 6.96%
+57,286
5
$4.14M 5.14%
87,912
-14,605
6
$3.69M 4.58%
111,165
+14,365
7
$2.54M 3.15%
36,637
+469
8
$2.36M 2.92%
+7,784
9
$1.87M 2.31%
+24,860
10
$1.39M 1.73%
+35,304
11
$1.08M 1.34%
17,844
+3,763
12
$861K 1.07%
17,302
+5,656
13
$778K 0.96%
+3,092
14
$712K 0.88%
+6,557
15
$632K 0.78%
+6,222
16
$588K 0.73%
+176,320
17
$517K 0.64%
+2,067
18
$482K 0.6%
+9,220
19
$465K 0.58%
+3,547
20
$439K 0.54%
20,368
-77
21
$367K 0.46%
+1,373
22
$365K 0.45%
10,658
+163
23
$323K 0.4%
+9,710
24
$285K 0.35%
+2,620
25
$282K 0.35%
+5,020
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