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
$103M
AUM Growth
+$6.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$847K
3
+$645K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$558K
5
AAPL icon
Apple
AAPL
+$285K

Top Sells

1
+$251K
2
+$222K
3
+$160K
4
MAR icon
Marriott International
MAR
+$117K
5
V icon
Visa
V
+$47.6K

Sector Composition

1 Technology 3.87%
2 Consumer Discretionary 3.4%
3 Communication Services 3.26%
4 Consumer Staples 0.64%
5 Industrials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.6M 27.88%
190,387
+7,771
2
$22.5M 21.97%
441,562
+4,341
3
$11.3M 11.03%
72,700
+3,589
4
$6.21M 6.06%
56,018
-369
5
$5.96M 5.81%
153,280
+21,805
6
$3.88M 3.78%
75,368
-3,111
7
$2.77M 2.7%
39,925
+9,290
8
$2.61M 2.55%
33,362
-3,208
9
$2.41M 2.35%
25,420
+520
10
$2.41M 2.35%
6,785
-627
11
$1.92M 1.88%
38,864
+5,768
12
$1.36M 1.32%
4,600
+623
13
$1.04M 1.02%
17,555
-57
14
$914K 0.89%
6,821
+34
15
$803K 0.78%
5,723
-834
16
$775K 0.76%
4,018
+339
17
$691K 0.67%
1,882
+84
18
$610K 0.6%
2,081
+6
19
$594K 0.58%
144,680
+23,040
20
$540K 0.53%
9,980
+240
21
$516K 0.5%
20,404
+336
22
$471K 0.46%
12,219
+1,323
23
$373K 0.36%
1,410
+451
24
$337K 0.33%
925
+128
25
$320K 0.31%
5,609
+555
1
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