We are live on
!
Find out more
BFWA
Benchmark Financial Wealth Advisors Portfolio holdings
AUM
$361M
1-Year Est. Return
19.57%
This Fund
S&P 500
This Quarter
Est. Return
+2.24%
1 Year Est. Return
+19.57%
3 Year Est. Return
+59.02%
5 Year Est. Return
+60.7%
10 Year Est. Return
–
AUM
$348M
AUM Growth
+$16.1M
(+4.9%)
Cap. Flow
+$9.65M
Cap. Flow
% of AUM
2.77%
Top 10 Holdings %
Top 10 Hldgs %
52.72%
Holding
134
New
10
Increased
70
Reduced
42
Closed
8
Top Buys
| 1 |
DoubleLine Opportunistic Bond ETF
DBND
|
+$3.61M |
| 2 |
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
|
+$3.51M |
| 3 |
NVIDIA
NVDA
|
+$2.39M |
| 4 |
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
|
+$1.78M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$1.64M |
Top Sells
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$1.65M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.44M |
| 3 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$1.26M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$835K |
| 5 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
+$492K |
Sector Composition
| 1 | Technology | 10% |
| 2 | Financials | 2.83% |
| 3 | Communication Services | 2.48% |
| 4 | Consumer Discretionary | 2.16% |
| 5 | Healthcare | 1.78% |
Similar funds
PI
OFP
DAS
DF
BCC
PPG
VWM
PWC