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
$216M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$5.83M
2
+$2.8M
3
+$1.12M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.07M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$684K

Top Sells

1
+$1.35M
2
+$883K
3
+$865K
4
NVDA icon
NVIDIA
NVDA
+$357K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$341K

Sector Composition

1 Technology 6.6%
2 Consumer Discretionary 2.76%
3 Financials 1.71%
4 Healthcare 1.33%
5 Communication Services 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.9M 12.91%
126,463
+3,107
2
$24.9M 11.52%
1,394,580
+157,186
3
$23.7M 11.01%
647,659
-23,600
4
$21.7M 10.08%
49,040
+13,147
5
$19.4M 8.99%
198,158
+2,992
6
$11.2M 5.19%
112,444
+593
7
$8.75M 4.06%
65,903
+4,840
8
$7.13M 3.3%
36,749
-254
9
$6.31M 2.92%
28,642
+394
10
$5.17M 2.4%
27,587
+151
11
$4.98M 2.31%
33,275
-9,055
12
$4.36M 2.02%
156,175
-31,624
13
$4.06M 1.88%
77,615
-2,260
14
$3.97M 1.84%
72,923
-582
15
$3.85M 1.79%
8,042
-288
16
$3.53M 1.64%
10,358
-125
17
$2.93M 1.36%
22,445
+166
18
$2.75M 1.28%
65,060
-8,440
19
$2.29M 1.06%
39,919
+19,516
20
$1.56M 0.72%
13,009
-212
21
$1.5M 0.7%
8,171
-655
22
$1.39M 0.65%
17,659
-548
23
$1.32M 0.61%
2,971
+327
24
$1.07M 0.5%
+6,777
25
$988K 0.46%
15,453
+542
1
2 3 4