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
$182M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$795K
3
+$663K
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$649K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$481K

Top Sells

1
+$613K
2
+$282K
3
+$212K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$200K
5
AAPL icon
Apple
AAPL
+$186K

Sector Composition

1 Technology 6.16%
2 Consumer Discretionary 4.7%
3 Communication Services 1.93%
4 Healthcare 0.94%
5 Financials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.9M 15.91%
148,572
-3,148
2
$16.9M 9.31%
196,269
+9,224
3
$14.2M 7.84%
120,551
+9,355
4
$11.2M 6.16%
191,945
-3,632
5
$10.9M 6.02%
118,988
+4,064
6
$10.9M 5.98%
161,719
+2,963
7
$8.62M 4.74%
107,945
+780
8
$6.67M 3.67%
75,200
+7,318
9
$6.27M 3.45%
68,519
+2,396
10
$6.1M 3.36%
31,135
-1,019
11
$5.68M 3.13%
42,848
-1,405
12
$5.47M 3.01%
26,440
+1,352
13
$4.75M 2.61%
29,180
+400
14
$4.73M 2.6%
48,661
+6,825
15
$3.94M 2.17%
85,785
-2,385
16
$2.7M 1.49%
43,438
+5,052
17
$2.57M 1.42%
21,630
-1,220
18
$2.51M 1.38%
5,988
+16
19
$2.37M 1.31%
10,669
+198
20
$2.19M 1.2%
16,828
+2,142
21
$1.93M 1.06%
5,137
+712
22
$1.48M 0.82%
11,244
+2,318
23
$1.29M 0.71%
14,700
-160
24
$1.22M 0.67%
3,896
+1,098
25
$1.18M 0.65%
4,308
-26
1
2 3