BWM
Benchmark Wealth Management Portfolio holdings
AUM
$225M
This Quarter Return
+4.43%
1 Year Return
+12.21%
3 Year Return
+42.71%
5 Year Return
+61.35%
10 Year Return
–
AUM
$135M
AUM Growth
+$135M
(+2.3%)
Cap. Flow
-$58M
Cap. Flow
% of AUM
-43.06%
Top 10 Holdings %
Top 10 Hldgs %
85.55%
Holding
47
New
1
Increased
10
Reduced
16
Closed
4
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$3.15M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$1.72M |
| 3 |
Schwab US TIPS ETF
SCHP
|
$1.45M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$102K |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$92.4K |
Top Sells
Sector Composition
| 1 | Industrials | 1.75% |
| 2 | Healthcare | 0.98% |
| 3 | Consumer Staples | 0.48% |
| 4 | Technology | 0.27% |
| 5 | Energy | 0.22% |
