BWM

Benchmark Wealth Management Portfolio holdings

AUM $225M
1-Year Est. Return 12.21%
This Quarter Est. Return
1 Year Est. Return
+12.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$18M
3
+$16.6M
4
BND icon
Vanguard Total Bond Market
BND
+$10.3M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.37M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 1.7%
2 Healthcare 1.26%
3 Consumer Staples 0.69%
4 Energy 0.32%
5 Utilities 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$369K 0.32%
+5,294
27
$362K 0.31%
+6,732
28
$348K 0.3%
+5,006
29
$338K 0.29%
+42,091
30
$337K 0.29%
+7,448
31
$334K 0.29%
+31,552
32
$333K 0.29%
+5,554
33
$330K 0.28%
+8,211
34
$325K 0.28%
+3,924
35
$306K 0.26%
+4,045
36
$306K 0.26%
+10,383
37
$296K 0.26%
+1,007
38
$289K 0.25%
+4,346
39
$286K 0.25%
+1,934
40
$272K 0.23%
+10,811
41
$266K 0.23%
+17,978
42
$260K 0.22%
+7,005
43
$256K 0.22%
+1,871
44
$249K 0.21%
+1,709
45
$232K 0.2%
+1,946
46
$221K 0.19%
+2,418
47
$202K 0.17%
+7,088
48
$201K 0.17%
+3,376
49
$129K 0.11%
+3,034
50
$100K 0.09%
+11,000
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